iShares Core S&P 500 ETF $IVV Shares Sold by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 232,830 shares of the company’s stock after selling 1,475 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 15.8% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its biggest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $155,833,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Nvwm LLC boosted its position in shares of iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares during the last quarter. Hager Investment Management Services LLC purchased a new position in iShares Core S&P 500 ETF during the second quarter worth approximately $61,000. Rice Partnership LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after purchasing an additional 92 shares during the last quarter. Creative Capital Management Investments LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at $80,000. Finally, Missouri Trust & Investment Co grew its stake in shares of 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 valued at $83,000 after buying an additional 33 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 Down 0.5%

IVV stock opened at $693.49 on Thursday. The company has a market cap of $760.79 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a fifty day simple moving average of $684.02 and a 200-day simple moving average of $663.50. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17.

iShares Core S&P 500 ETF Company 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. 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.