Annex Advisory Services LLC Trims Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Annex Advisory Services LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,580 shares of the company’s stock after selling 630 shares during the period. Annex Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $6,817,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Ironwood Wealth Management LLC. grew its position in iShares Core S&P 500 ETF by 0.6% in the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock worth $56,497,000 after acquiring an additional 574 shares in the last quarter. Fund Evaluation Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 5.4% in the 2nd quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock worth $637,187,000 after purchasing an additional 59,680 shares in the last quarter. Certified Advisory Corp raised its holdings in shares of iShares Core S&P 500 ETF by 2.2% during the 2nd quarter. Certified Advisory Corp now owns 36,091 shares of the company’s stock valued at $19,750,000 after buying an additional 783 shares in the last quarter. Battery Global Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2,169.9% during the 2nd quarter. Battery Global Advisors LLC now owns 7,763 shares of the company’s stock valued at $4,248,000 after buying an additional 7,421 shares in the last quarter. Finally, Beck Capital Management LLC boosted its stake in iShares Core S&P 500 ETF by 64.4% in the second quarter. Beck Capital Management LLC now owns 3,269 shares of the company’s stock worth $1,789,000 after buying an additional 1,280 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $600.26 on Tuesday. The stock has a market capitalization of $517.96 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $474.68 and a one year high of $612.09. The firm’s 50 day simple moving average is $598.29 and its two-hundred day simple moving average is $576.24.

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.