Avaii Wealth Management LLC Sells 1,465 Shares of iShares Core S&P 500 ETF $IVV

Avaii Wealth Management LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 32,486 shares of the company’s stock after selling 1,465 shares during the period. iShares Core S&P 500 ETF comprises about 8.1% of Avaii Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Avaii Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $22,251,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Falcon Wealth Planning increased its stake in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares during the last quarter. Atwood & Palmer Inc. boosted its stake in iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. boosted its stake in iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares during the last quarter. Balanced Wealth Group LLC grew its holdings in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares in the last quarter. Finally, Nicollet Investment Management Inc. grew its holdings in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $636.99 on Friday. The company has a market capitalization of $700.18 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $682.25 and a 200-day moving average of $679.70. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97.

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.