Continuum Wealth Advisors LLC Reduces Stock Position in iShares Core S&P 500 ETF $IVV

Continuum Wealth Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 37.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,374 shares of the ETF’s stock after selling 15,250 shares during the quarter. iShares Core S&P 500 ETF accounts for 6.9% of Continuum Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Continuum Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $16,575,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Keenan LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter worth $26,000. Decker Retirement Planning Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $29,000. GS Investments Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after purchasing an additional 20 shares during the last quarter. Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $38,000. Finally, Imprint Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $39,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $746.72 on Monday. iShares Core S&P 500 ETF has a fifty-two week low of $622.31 and a fifty-two week high of $764.00. The firm has a market capitalization of $879.71 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $748.30 and its 200 day moving average is $709.41.

iShares Core S&P 500 ETF Company Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.