iShares Core S&P 500 ETF $IVV Stock: Lighthouse Financial LLC Trims Stake

Lighthouse Financial LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 43.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,405 shares of the ETF’s stock after selling 6,337 shares during the quarter. iShares Core S&P 500 ETF comprises 2.9% of Lighthouse Financial LLC’s portfolio, making the stock its 9th biggest holding. Lighthouse Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $6,437,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Prudent Investor Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $398,000. Atala Financial Inc increased its stake in shares of iShares Core S&P 500 ETF by 5.6% during the third quarter. Atala Financial Inc now owns 283 shares of the ETF’s stock worth $217,000 after purchasing an additional 15 shares during the period. Fifth Third Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Fifth Third Wealth Advisors LLC now owns 516,013 shares of the ETF’s stock worth $395,189,000 after purchasing an additional 4,517 shares during the period. Christensen King & Associates Investment Services Inc. lifted its holdings in iShares Core S&P 500 ETF by 33.7% during the 3rd quarter. Christensen King & Associates Investment Services Inc. now owns 3,317 shares of the ETF’s stock worth $2,540,000 after purchasing an additional 836 shares during the last quarter. Finally, Opulen Financial Group LLC lifted its holdings in iShares Core S&P 500 ETF by 0.3% during the 3rd quarter. Opulen Financial Group LLC now owns 8,690 shares of the ETF’s stock worth $6,655,000 after purchasing an additional 30 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $768.69 on Tuesday. The business has a fifty day simple moving average of $771.20 and a 200 day simple moving average of $729.94. The company has a market capitalization of $881.38 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.

iShares Core S&P 500 ETF 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.