iShares Core S&P 500 ETF (NYSEARCA:IVV) is Foundations Investment Advisors LLC’s 3rd Largest Position

Foundations Investment Advisors LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.3% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 226,236 shares of the company’s stock after selling 47,428 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.7% of Foundations Investment Advisors LLC’s portfolio, making the stock its 3rd largest position. Foundations Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $130,498,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Thompson Investment Management Inc. purchased a new position in iShares Core S&P 500 ETF during the first quarter worth about $37,000. CFM Wealth Partners LLC raised its holdings in iShares Core S&P 500 ETF by 16.2% during the first quarter. CFM Wealth Partners LLC now owns 1,132 shares of the company’s stock worth $595,000 after purchasing an additional 158 shares in the last quarter. CIC Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 0.5% during the first quarter. CIC Wealth LLC now owns 6,921 shares of the company’s stock worth $3,639,000 after purchasing an additional 34 shares in the last quarter. Atlas Capital Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 2.5% during the first quarter. Atlas Capital Advisors LLC now owns 1,249 shares of the company’s stock worth $657,000 after purchasing an additional 31 shares in the last quarter. Finally, RMR Wealth Builders raised its holdings in iShares Core S&P 500 ETF by 46.4% during the first quarter. RMR Wealth Builders now owns 748 shares of the company’s stock worth $393,000 after purchasing an additional 237 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.1 %

Shares of IVV opened at $586.12 on Wednesday. The firm’s 50-day moving average is $568.35 and its two-hundred day moving average is $546.36. iShares Core S&P 500 ETF has a twelve month low of $411.02 and a twelve month high of $588.93. The firm has a market capitalization of $505.76 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.