iShares Core S&P 500 ETF $IVV Stock Sold by IAG Wealth Partners LLC

IAG Wealth Partners LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,053 shares of the ETF’s stock after selling 1,086 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.6% of IAG Wealth Partners LLC’s holdings, making the stock its 12th biggest holding. IAG Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $27,611,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Olistico Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth $25,000. Sawyer & Company Inc purchased a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at $28,000. Punch & Associates Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Virginia Estate & Retirement Planning Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $32,000. Finally, Allied Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth $33,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $760.78 on Friday. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03. The stock’s fifty day moving average price is $768.13 and its 200 day moving average price is $734.62. The company has a market cap of $880.49 billion, a price-to-earnings ratio of 23.48 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.