Financial Consulate Inc. Lowers Holdings in iShares Core S&P 500 ETF $IVV

Financial Consulate Inc. cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,867 shares of the company’s stock after selling 137 shares during the quarter. iShares Core S&P 500 ETF comprises 0.5% of Financial Consulate Inc.’s investment portfolio, making the stock its 20th biggest position. Financial Consulate Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,401,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Triangle Securities Wealth Management purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at about $276,000. Sendero Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 18.7% during the first quarter. Sendero Wealth Management LLC now owns 679 shares of the company’s stock valued at $382,000 after buying an additional 107 shares during the period. Finally, Johnson & White Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 0.8% during the 1st quarter. Johnson & White Wealth Management LLC now owns 3,063 shares of the company’s stock valued at $1,721,000 after purchasing an additional 24 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $672.50 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $673.81. The company’s 50-day moving average is $650.60 and its 200 day moving average is $606.01. The stock has a market capitalization of $677.41 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.