TRUE Private Wealth Advisors Sells 2,315 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

TRUE Private Wealth Advisors trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,328 shares of the company’s stock after selling 2,315 shares during the period. iShares Core S&P 500 ETF comprises about 1.1% of TRUE Private Wealth Advisors’ investment portfolio, making the stock its 18th largest position. TRUE Private Wealth Advisors’ holdings in iShares Core S&P 500 ETF were worth $9,482,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Lodestar Private Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 3.3% in the fourth quarter. Lodestar Private Asset Management LLC now owns 108,747 shares of the company’s stock valued at $51,941,000 after acquiring an additional 3,431 shares during the last quarter. Morris Financial Concepts Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 13.3% in the 4th quarter. Morris Financial Concepts Inc. now owns 46,744 shares of the company’s stock valued at $22,326,000 after purchasing an additional 5,482 shares during the period. Cahill Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Cahill Wealth Management LLC now owns 124,213 shares of the company’s stock valued at $59,328,000 after purchasing an additional 1,324 shares during the last quarter. Keystone Financial Services lifted its stake in iShares Core S&P 500 ETF by 11.2% in the fourth quarter. Keystone Financial Services now owns 137,167 shares of the company’s stock valued at $65,515,000 after buying an additional 13,780 shares during the period. Finally, Bull Oak Capital LLC boosted its holdings in iShares Core S&P 500 ETF by 13.9% during the fourth quarter. Bull Oak Capital LLC now owns 48,493 shares of the company’s stock worth $23,162,000 after buying an additional 5,920 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.3 %

Shares of IVV stock traded up $1.77 on Wednesday, reaching $546.80. The company had a trading volume of 3,014,819 shares, compared to its average volume of 5,105,470. The company has a 50-day moving average of $547.22 and a 200-day moving average of $525.98. The stock has a market cap of $471.83 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12 month low of $411.02 and a 12 month high of $568.24.

iShares Core S&P 500 ETF Company 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.