JFS Wealth Advisors LLC Has $50.60 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

JFS Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,605 shares of the company’s stock after selling 1,752 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 3.0% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest position. JFS Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $50,602,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in IVV. Nvwm LLC increased its position in iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after purchasing an additional 40 shares in the last quarter. Winnow Wealth LLC acquired a new stake in iShares Core S&P 500 ETF in the third quarter valued at approximately $61,000. Conquis Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $82,000. Your Advocates Ltd. LLP increased its holdings in shares of iShares Core S&P 500 ETF by 51.6% during the second quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock worth $86,000 after buying an additional 47 shares in the last quarter. Finally, Rice Partnership LLC increased its holdings in shares of iShares Core S&P 500 ETF by 30.4% during the third quarter. Rice Partnership LLC now owns 146 shares of the company’s stock worth $98,000 after buying an additional 34 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.7%

NYSEARCA IVV opened at $690.51 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The company has a market cap of $759.01 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s fifty day moving average is $690.72 and its 200 day moving average is $676.11.

About iShares Core S&P 500 ETF

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.