iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Trimmed by Strata Wealth Advisors LLC

Strata Wealth Advisors LLC decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,041 shares of the company’s stock after selling 227 shares during the quarter. iShares Core S&P 500 ETF makes up 2.2% of Strata Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Strata Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $7,088,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Balboa Wealth Partners boosted its position in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares in the last quarter. Lewis Asset Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after acquiring an additional 18 shares in the last quarter. Hassell Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after acquiring an additional 18 shares in the last quarter. Sandbox Financial Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after acquiring an additional 18 shares in the last quarter. Finally, Dodds Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.9% during the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $615.85 on Thursday. The stock has a 50-day simple moving average of $601.10 and a 200-day simple moving average of $584.74. The stock has a market cap of $531.42 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $495.94 and a 1 year high of $616.22.

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.