iShares Core S&P 500 ETF $IVV Stock Position Lessened by Adaptive Financial Consulting LLC

Adaptive Financial Consulting LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 42,488 shares of the company’s stock after selling 785 shares during the quarter. iShares Core S&P 500 ETF comprises about 11.4% of Adaptive Financial Consulting LLC’s holdings, making the stock its 3rd biggest holding. Adaptive Financial Consulting LLC’s holdings in iShares Core S&P 500 ETF were worth $28,437,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Joel Isaacson & Co. LLC raised its position in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 14,197 shares of the company’s stock worth $9,502,000 after acquiring an additional 102 shares in the last quarter. Waldron Private Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 8.4% during the third quarter. Waldron Private Wealth LLC now owns 36,892 shares of the company’s stock worth $24,693,000 after acquiring an additional 2,856 shares during the period. Sugar Maple Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Sugar Maple Asset Management LLC now owns 15,247 shares of the company’s stock worth $10,205,000 after buying an additional 107 shares in the last quarter. Bank of Stockton lifted its holdings in iShares Core S&P 500 ETF by 0.8% in the third quarter. Bank of Stockton now owns 96,296 shares of the company’s stock valued at $64,451,000 after acquiring an additional 752 shares during the period. Finally, Sage Mountain Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 29.9% during the third quarter. Sage Mountain Advisors LLC now owns 12,001 shares of the company’s stock worth $8,032,000 after buying an additional 2,759 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $680.60 on Wednesday. The company has a market capitalization of $750.26 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $699.17. The business has a 50 day moving average price of $684.94 and a 200 day moving average price of $665.66.

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.