Advyzon Investment Management LLC Reduces Stock Holdings in iShares Core S&P 500 ETF $IVV

Advyzon Investment Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,788 shares of the company’s stock after selling 1,235 shares during the period. iShares Core S&P 500 ETF makes up 1.1% of Advyzon Investment Management LLC’s holdings, making the stock its 16th biggest position. Advyzon Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,551,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Yousif Capital Management LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at $202,000. Schnieders Capital Management LLC. lifted its stake in shares of iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the period. Finally, Phoenix Financial Ltd. purchased a new stake in iShares Core S&P 500 ETF during the second quarter worth $217,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $692.50 on Friday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The firm’s fifty day moving average is $690.48 and its 200 day moving average is $674.82. The firm has a market cap of $761.20 billion, a PE 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.