iShares Core S&P 500 ETF $IVV Shares Sold by Montis Financial LLC

Montis Financial LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,602 shares of the company’s stock after selling 920 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.6% of Montis Financial LLC’s portfolio, making the stock its 10th biggest position. Montis Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $11,112,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Forza Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 28.7% during the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares during the period. Fonville Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after buying an additional 3,224 shares in the last quarter. Fortitude Family Office LLC increased its position in iShares Core S&P 500 ETF by 13.4% in the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after buying an additional 5,800 shares in the last quarter. Community Trust & Investment Co. raised its stake in iShares Core S&P 500 ETF by 29.9% during the 3rd quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock worth $2,887,000 after buying an additional 992 shares during the period. Finally, Legacy Wealth Management Inc raised its stake in iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock worth $359,770,000 after buying an additional 7,487 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $694.66 on Friday. The stock has a market capitalization of $772.43 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The stock has a 50 day moving average price of $684.86 and a two-hundred day moving average price of $664.54.

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. 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.