Wiser Wealth Management Inc lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,953 shares of the company’s stock after selling 1,731 shares during the period. iShares Core S&P 500 ETF comprises 4.4% of Wiser Wealth Management Inc’s portfolio, making the stock its 8th largest holding. Wiser Wealth Management Inc’s holdings in iShares Core S&P 500 ETF were worth $19,378,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also modified their holdings of IVV. Team Financial Group LLC grew its stake in iShares Core S&P 500 ETF by 2.8% in the 3rd quarter. Team Financial Group LLC now owns 1,241 shares of the company’s stock worth $830,000 after acquiring an additional 34 shares during the period. Destiny Wealth Partners LLC lifted its stake in shares of iShares Core S&P 500 ETF by 22.4% during the 3rd quarter. Destiny Wealth Partners LLC now owns 2,763 shares of the company’s stock worth $1,849,000 after purchasing an additional 506 shares during the period. Orgel Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Orgel Wealth Management LLC now owns 547,398 shares of the company’s stock worth $366,373,000 after purchasing an additional 13,615 shares during the last quarter. Moody National Bank Trust Division grew its position in shares of iShares Core S&P 500 ETF by 0.3% in the third quarter. Moody National Bank Trust Division now owns 43,985 shares of the company’s stock valued at $29,439,000 after purchasing an additional 135 shares during the period. Finally, Fragasso Financial Advisors Inc grew its position in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Fragasso Financial Advisors Inc now owns 427,130 shares of the company’s stock valued at $287,211,000 after purchasing an additional 12,103 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Down 0.6%
iShares Core S&P 500 ETF stock opened at $679.84 on Wednesday. The stock has a fifty day moving average price of $678.28 and a 200 day moving average price of $651.10. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The firm has a market capitalization of $713.49 billion, a P/E ratio of 25.10 and a beta of 1.00.
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.
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