iShares Core S&P 500 ETF $IVV Shares Sold by JDM Financial Group LLC

JDM Financial Group LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 24,404 shares of the company’s stock after selling 32 shares during the quarter. iShares Core S&P 500 ETF accounts for about 7.2% of JDM Financial Group LLC’s investment portfolio, making the stock its 4th largest position. JDM Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $15,152,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of IVV. Bank of Finland lifted its position in shares of iShares Core S&P 500 ETF by 0.3% in the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock valued at $290,567,000 after acquiring an additional 1,592 shares in the last quarter. Dynasty Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.5% in the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock worth $466,533,000 after buying an additional 4,478 shares during the period. STAR Financial Bank grew its holdings in shares of iShares Core S&P 500 ETF by 98.8% during the first quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock valued at $1,641,000 after buying an additional 1,452 shares in the last quarter. KFA Private Wealth Group LLC raised its position in iShares Core S&P 500 ETF by 26.2% during the first quarter. KFA Private Wealth Group LLC now owns 97,677 shares of the company’s stock valued at $54,885,000 after buying an additional 20,289 shares during the period. Finally, Cascade Financial Partners LLC lifted its stake in iShares Core S&P 500 ETF by 1.0% in the 1st quarter. Cascade Financial Partners LLC now owns 50,405 shares of the company’s stock worth $28,323,000 after acquiring an additional 502 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $690.34 on Wednesday. The stock has a market cap of $724.51 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $692.26. The stock’s 50-day moving average is $662.68 and its two-hundred day moving average is $622.40.

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.