Tarbox Family Office Inc. Sells 934 Shares of iShares Core S&P 500 ETF $IVV

Tarbox Family Office Inc. decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 309,392 shares of the ETF’s stock after selling 934 shares during the quarter. iShares Core S&P 500 ETF makes up 33.3% of Tarbox Family Office Inc.’s investment portfolio, making the stock its biggest holding. Tarbox Family Office Inc.’s holdings in iShares Core S&P 500 ETF were worth $236,948,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Diversify Advisory Services LLC lifted its holdings in iShares Core S&P 500 ETF by 28.7% in the third quarter. Diversify Advisory Services LLC now owns 165,212 shares of the ETF’s stock valued at $128,066,000 after buying an additional 36,853 shares during the period. Blalock Williams LLC boosted its position in iShares Core S&P 500 ETF by 74.9% during the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after acquiring an additional 7,130 shares during the last quarter. Elevated Financial Group LLC boosted its position in iShares Core S&P 500 ETF by 27.7% during the third quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after acquiring an additional 16,379 shares during the last quarter. Prairie Advisory LLC grew its holdings in iShares Core S&P 500 ETF by 123.1% during the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock worth $12,681,000 after acquiring an additional 9,135 shares during the period. Finally, Farmers & Merchants Investments Inc. grew its holdings in iShares Core S&P 500 ETF by 0.5% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 392,437 shares of the ETF’s stock worth $300,548,000 after acquiring an additional 1,848 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

IVV stock opened at $773.25 on Wednesday. The stock has a 50-day moving average price of $770.91 and a 200-day moving average price of $730.71. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03. The firm has a market cap of $886.61 billion, a PE ratio of 25.10 and a beta of 1.00.

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.