iShares Core S&P 500 ETF $IVV Stake Lowered by Tarbox Family Office Inc.

Tarbox Family Office Inc. reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 6.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 350,774 shares of the company’s stock after selling 25,677 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 34.5% of Tarbox Family Office Inc.’s investment portfolio, making the stock its largest holding. Tarbox Family Office Inc.’s holdings in iShares Core S&P 500 ETF were worth $234,773,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its holdings in shares of iShares Core S&P 500 ETF by 18.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after purchasing an additional 4,378,977 shares in the last quarter. Nisa Investment Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 56.2% during the third quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after purchasing an additional 4,301,015 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 63,164.8% during the second quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock valued at $1,706,371,000 after buying an additional 2,743,878 shares during the period. Jones Financial Companies Lllp raised its stake in iShares Core S&P 500 ETF by 18.5% in the first quarter. Jones Financial Companies Lllp now owns 14,282,483 shares of the company’s stock worth $7,971,434,000 after buying an additional 2,230,832 shares in the last quarter. Finally, Soundwatch Capital LLC raised its stake in iShares Core S&P 500 ETF by 474.9% in the second quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after buying an additional 1,245,649 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.7%

iShares Core S&P 500 ETF stock opened at $697.08 on Monday. The firm has a market cap of $763.20 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average of $683.17 and a two-hundred day moving average of $662.14. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $698.37.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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