Brand Asset Management Group Inc. Cuts Stock Holdings in iShares Core S&P 500 ETF $IVV

Brand Asset Management Group Inc. trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,967 shares of the company’s stock after selling 202 shares during the period. iShares Core S&P 500 ETF accounts for 2.1% of Brand Asset Management Group Inc.’s portfolio, making the stock its 15th largest holding. Brand Asset Management Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,568,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. Windsor Advisory Group LLC lifted its position in iShares Core S&P 500 ETF by 100.0% during the fourth quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock valued at $29,000 after purchasing an additional 25 shares during the last quarter. Flaharty Asset Management LLC bought a new position in iShares Core S&P 500 ETF during the first quarter valued at $28,000. Lord & Richards Wealth Management LLC bought a new position in iShares Core S&P 500 ETF during the first quarter valued at $31,000. Marquette Asset Management LLC lifted its position in iShares Core S&P 500 ETF by 51.9% during the first quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock valued at $44,000 after purchasing an additional 27 shares during the last quarter. Finally, Putney Financial Group LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $47,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.5%

IVV stock opened at $664.17 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $664.38. The company has a fifty day simple moving average of $641.11 and a two-hundred day simple moving average of $597.84. The firm has a market capitalization of $669.02 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.