iShares Core S&P 500 ETF $IVV Stock Holdings Trimmed by Dakota Wealth Management

Dakota Wealth Management decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 265,941 shares of the company’s stock after selling 3,724 shares during the quarter. iShares Core S&P 500 ETF makes up 3.6% of Dakota Wealth Management’s portfolio, making the stock its 2nd biggest position. Dakota Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $177,994,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nvwm LLC increased its stake in shares of iShares Core S&P 500 ETF by 210.5% in the 2nd 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. Winnow Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the third quarter worth about $61,000. Conquis Financial LLC purchased a new stake in iShares Core S&P 500 ETF in the third quarter worth about $82,000. Your Advocates Ltd. LLP increased its stake in shares of iShares Core S&P 500 ETF by 51.6% during the second quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock valued at $86,000 after purchasing an additional 47 shares in the last quarter. Finally, Darwin Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $92,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 1.0%

Shares of IVV opened at $685.49 on Tuesday. The stock has a market cap of $753.49 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50 day moving average price is $690.51 and its 200-day moving average price is $675.76. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97.

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.