WBH Advisory Inc. Decreases Holdings in iShares Core S&P 500 ETF $IVV

WBH Advisory Inc. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 32,518 shares of the company’s stock after selling 3,861 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.7% of WBH Advisory Inc.’s holdings, making the stock its 13th largest position. WBH Advisory Inc.’s holdings in iShares Core S&P 500 ETF were worth $20,190,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Alaska Permanent Capital Management LLC raised its stake in iShares Core S&P 500 ETF by 6.0% during the 2nd quarter. Alaska Permanent Capital Management LLC now owns 117,291 shares of the company’s stock valued at $72,850,000 after buying an additional 6,656 shares during the last quarter. Salus Financial Advisors LLC raised its stake in iShares Core S&P 500 ETF by 1.6% during the 2nd quarter. Salus Financial Advisors LLC now owns 62,103 shares of the company’s stock valued at $38,560,000 after buying an additional 983 shares during the last quarter. Madison Wealth Partners Inc raised its stake in iShares Core S&P 500 ETF by 6.1% during the 2nd quarter. Madison Wealth Partners Inc now owns 33,592 shares of the company’s stock valued at $20,857,000 after buying an additional 1,922 shares during the last quarter. LMG Wealth Partners LLC purchased a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at $813,000. Finally, Balboa Wealth Partners raised its stake in iShares Core S&P 500 ETF by 14.7% during the 2nd quarter. Balboa Wealth Partners now owns 1,943 shares of the company’s stock valued at $1,206,000 after buying an additional 249 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.0%

Shares of IVV opened at $674.43 on Wednesday. The firm has a market cap of $707.38 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a fifty day simple moving average of $659.21 and a two-hundred day simple moving average of $616.12. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $677.20.

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.