Strategies Wealth Advisors LLC Decreases Stock Holdings in iShares Core S&P 500 ETF $IVV

Strategies Wealth Advisors LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 25.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,852 shares of the company’s stock after selling 2,300 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.5% of Strategies Wealth Advisors LLC’s investment portfolio, making the stock its 24th largest holding. Strategies Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,586,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Falcon Wealth Planning raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after acquiring an additional 15 shares in the last quarter. Atwood & Palmer Inc. increased its position in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after purchasing an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after purchasing an additional 15 shares during the last quarter. Balanced Wealth Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after purchasing an additional 15 shares in the last quarter. Finally, Nicollet Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $689.38 on Friday. The stock’s fifty day moving average price is $691.61 and its 200 day moving average price is $676.93. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The company has a market cap of $757.77 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.