iShares Core S&P 500 ETF $IVV Stake Lowered by TSA Wealth Managment LLC

TSA Wealth Managment LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 21,322 shares of the company’s stock after selling 1,037 shares during the period. iShares Core S&P 500 ETF accounts for 4.5% of TSA Wealth Managment LLC’s investment portfolio, making the stock its 5th biggest holding. TSA Wealth Managment LLC’s holdings in iShares Core S&P 500 ETF were worth $13,928,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in IVV. Anchor Investment Management LLC increased its stake in iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares during the last quarter. Wealth Effects LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after buying an additional 15 shares during the last quarter. West Wealth Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after buying an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after buying an additional 15 shares in the last quarter. Finally, Gratus Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after buying an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

Shares of NYSEARCA IVV traded up $3.06 during mid-day trading on Friday, reaching $758.11. The company had a trading volume of 4,650,916 shares, compared to its average volume of 8,617,790. The firm has a 50 day simple moving average of $746.21 and a two-hundred day simple moving average of $707.12. iShares Core S&P 500 ETF has a 52-week low of $621.05 and a 52-week high of $764.00. The stock has a market cap of $896.16 billion, a P/E ratio of 25.10 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.