Fulcrum Capital LLC Sells 727 Shares of iShares Core S&P 500 ETF $IVV

Fulcrum Capital LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,046 shares of the company’s stock after selling 727 shares during the quarter. Fulcrum Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $4,716,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVV. Nvwm LLC raised its position in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares in the last quarter. Hager Investment Management Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at approximately $61,000. Rice Partnership LLC boosted its stake in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after acquiring an additional 92 shares during the period. Creative Capital Management Investments LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth approximately $80,000. Finally, Missouri Trust & Investment Co raised its stake in iShares Core S&P 500 ETF by 33.0% in the 2nd quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock valued at $83,000 after acquiring an additional 33 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $694.66 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The company has a market capitalization of $772.43 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day simple moving average of $684.86 and a 200 day simple moving average of $664.54.

iShares Core S&P 500 ETF 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.