Edge Financial Advisors LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,111 shares of the company’s stock after selling 1,030 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.7% of Edge Financial Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Edge Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $5,034,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Flaharty Asset Management LLC purchased a new position in iShares Core S&P 500 ETF in the first quarter valued at $28,000. Lord & Richards Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF in the 1st quarter worth about $31,000. Cheviot Value Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 1st quarter valued at approximately $52,000. Inlight Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 1st quarter valued at approximately $60,000. Finally, Hager Investment Management Services LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $61,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $656.20 on Friday. The business’s 50 day moving average price is $654.83 and its 200-day moving average price is $610.47. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $677.20. The firm has a market capitalization of $684.19 billion, a price-to-earnings 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.
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