Financial Symmetry Inc Has $2.07 Million Position in iShares Core S&P 500 ETF $IVV

Financial Symmetry Inc reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 2nd quarter, Holdings Channel reports. The firm owned 3,329 shares of the company’s stock after selling 45 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.1% of Financial Symmetry Inc’s holdings, making the stock its 18th biggest position. Financial Symmetry Inc’s holdings in iShares Core S&P 500 ETF were worth $2,067,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Alaska Permanent Capital Management LLC lifted its holdings in iShares Core S&P 500 ETF by 6.0% in the 2nd quarter. Alaska Permanent Capital Management LLC now owns 117,291 shares of the company’s stock worth $72,850,000 after purchasing an additional 6,656 shares during the last quarter. Salus Financial Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 1.6% in the 2nd quarter. Salus Financial Advisors LLC now owns 62,103 shares of the company’s stock worth $38,560,000 after purchasing an additional 983 shares during the last quarter. Madison Wealth Partners Inc lifted its holdings in iShares Core S&P 500 ETF by 6.1% in the 2nd quarter. Madison Wealth Partners Inc now owns 33,592 shares of the company’s stock worth $20,857,000 after purchasing an additional 1,922 shares during the last quarter. LMG Wealth Partners LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $813,000. Finally, Balboa Wealth Partners lifted its holdings in iShares Core S&P 500 ETF by 14.7% in the 2nd quarter. Balboa Wealth Partners now owns 1,943 shares of the company’s stock worth $1,206,000 after purchasing an additional 249 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $674.43 on Wednesday. The business has a 50 day moving average price of $659.21 and a 200 day moving average price of $616.12. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $677.20. The firm has a market cap of $707.38 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.