Copperleaf Capital LLC Sells 7,652 Shares of iShares Core S&P 500 ETF $IVV

Copperleaf Capital LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 49.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,970 shares of the company’s stock after selling 7,652 shares during the period. iShares Core S&P 500 ETF comprises 2.6% of Copperleaf Capital LLC’s portfolio, making the stock its 6th largest position. Copperleaf Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $5,334,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the company. Falcon Wealth Planning increased its stake in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after purchasing an additional 15 shares during the last quarter. Atwood & Palmer Inc. lifted its position 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 worth $1,188,000 after buying an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 2.7% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after buying an additional 15 shares during the period. Balanced Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after buying an additional 15 shares during the period. Finally, Johnson Bixby & Associates LLC grew its position in shares of iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after buying an additional 16 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.1%

IVV opened at $694.66 on Friday. The company’s 50-day moving average price is $684.86 and its 200 day moving average price is $664.23. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17. The firm has a market cap of $762.08 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.