SC&H Financial Advisors Inc. Has $11.56 Million Position in iShares Core S&P 500 ETF $IVV

SC&H Financial Advisors Inc. lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,269 shares of the company’s stock after selling 1,702 shares during the period. iShares Core S&P 500 ETF makes up 1.9% of SC&H Financial Advisors Inc.’s portfolio, making the stock its 13th biggest position. SC&H Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $11,558,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Falcon Wealth Planning lifted its stake in iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after acquiring an additional 15 shares in the last quarter. Atwood & Palmer Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after purchasing an additional 15 shares during the period. Johnson Bixby & Associates LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after purchasing an additional 16 shares during the period. Wealth Watch Advisors INC lifted its position in shares of iShares Core S&P 500 ETF by 1.5% in the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after purchasing an additional 16 shares in the last quarter. Finally, Culbertson A N & Co. Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the second quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock worth $882,000 after purchasing an additional 16 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $686.19 on Monday. The company has a market capitalization of $761.71 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average price is $682.57 and its 200 day moving average price is $658.97. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $694.70.

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. 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.