iShares Core S&P 500 ETF $IVV Shares Sold by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 90,980 shares of the company’s stock after selling 6,144 shares during the period. iShares Core S&P 500 ETF comprises approximately 4.1% of Beaumont Financial Advisors LLC’s holdings, making the stock its 3rd largest position. Beaumont Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $60,893,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Nvwm LLC raised its position in shares of iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after purchasing an additional 40 shares during the last quarter. Hager Investment Management Services LLC purchased a new stake in iShares Core S&P 500 ETF during the second quarter worth approximately $61,000. Rice Partnership LLC lifted its stake in shares of iShares Core S&P 500 ETF by 460.0% during the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares in the last quarter. Creative Capital Management Investments LLC purchased a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at $80,000. Finally, Missouri Trust & Investment Co increased its holdings in iShares Core S&P 500 ETF by 33.0% during the 2nd quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock worth $83,000 after purchasing an additional 33 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 Performance

IVV opened at $697.08 on Friday. The company has a 50-day moving average of $683.17 and a 200-day moving average of $661.77. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $698.37. The company has a market capitalization of $763.20 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.