Disciplined Investments LLC Has $2.25 Million Stake in iShares Core S&P 500 ETF $IVV

Disciplined Investments LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,618 shares of the company’s stock after selling 244 shares during the period. Disciplined Investments LLC’s holdings in iShares Core S&P 500 ETF were worth $2,246,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Financial Synergies Wealth Advisors Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 0.6% in the 2nd quarter. Financial Synergies Wealth Advisors Inc. now owns 234,305 shares of the company’s stock valued at $145,480,000 after purchasing an additional 1,348 shares during the period. Arcus Capital Partners LLC increased its holdings in iShares Core S&P 500 ETF by 12.1% in the second quarter. Arcus Capital Partners LLC now owns 11,354 shares of the company’s stock worth $7,050,000 after buying an additional 1,228 shares during the last quarter. Goldstein Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 6.3% in the second quarter. Goldstein Advisors LLC now owns 3,402 shares of the company’s stock worth $2,112,000 after buying an additional 202 shares during the last quarter. Wealthstream Advisors Inc. increased its holdings in iShares Core S&P 500 ETF by 5.2% in the second quarter. Wealthstream Advisors Inc. now owns 997 shares of the company’s stock worth $619,000 after buying an additional 49 shares during the last quarter. Finally, DeDora Capital Inc. increased its holdings in iShares Core S&P 500 ETF by 2.4% in the second quarter. DeDora Capital Inc. now owns 35,411 shares of the company’s stock worth $21,987,000 after buying an additional 829 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $674.59 on Tuesday. The stock’s 50 day moving average price is $658.64 and its 200 day moving average price is $615.71. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $677.20. The company has a market capitalization of $704.91 billion, a P/E 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.