iShares Core S&P 500 ETF $IVV Shares Sold by Unique Wealth LLC

Unique Wealth LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 151,429 shares of the ETF’s stock after selling 845 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 13.2% of Unique Wealth LLC’s portfolio, making the stock its largest holding. Unique Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $113,403,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in IVV. Punch & Associates Investment Management Inc. grew its holdings in 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 valued at $27,000 after buying an additional 14 shares in the last quarter. Hidden Cove Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 3.5% in the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after buying an additional 14 shares during the last quarter. Gratus Wealth Advisors LLC lifted 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 ETF’s stock worth $3,272,000 after acquiring an additional 15 shares during the last quarter. Bridgewealth Advisory Group LLC lifted its stake in iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after purchasing an additional 15 shares in the last quarter. Finally, Wealthgarden F.S. LLC lifted its stake in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock worth $4,109,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.0%

iShares Core S&P 500 ETF stock opened at $769.65 on Thursday. The firm has a market cap of $893.99 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average is $756.39 and its two-hundred day moving average is $723.28. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09.

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. 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.