Adaptive Financial Consulting LLC Reduces Holdings in iShares Core S&P 500 ETF $IVV

Adaptive Financial Consulting LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 43,273 shares of the company’s stock after selling 180 shares during the period. iShares Core S&P 500 ETF comprises 11.2% of Adaptive Financial Consulting LLC’s holdings, making the stock its 3rd largest position. Adaptive Financial Consulting LLC’s holdings in iShares Core S&P 500 ETF were worth $26,868,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IVV. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $331,591,000. Bison Wealth LLC grew its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the last quarter. Wealth Group Ltd. grew its stake in iShares Core S&P 500 ETF by 1.2% in the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after buying an additional 2,271 shares during the last quarter. NorthStar Asset Management LLC NJ bought a new position in iShares Core S&P 500 ETF in the 1st quarter valued at about $4,503,000. Finally, Patton Albertson Miller Group LLC lifted its position in iShares Core S&P 500 ETF by 42.5% during the first quarter. Patton Albertson Miller Group LLC now owns 48,517 shares of the company’s stock worth $27,262,000 after acquiring an additional 14,465 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

Shares of NYSEARCA:IVV opened at $675.31 on Monday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.07. The stock has a market cap of $708.74 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average of $671.64 and a 200-day moving average of $635.96.

About iShares Core S&P 500 ETF

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.