iShares Core S&P 500 ETF $IVV Shares Sold by WJ Wealth Management LLC

WJ Wealth Management LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,896 shares of the company’s stock after selling 650 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.4% of WJ Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. WJ Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,282,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in IVV. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the last quarter. Wealth Group Ltd. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after buying an additional 2,271 shares during the last quarter. GAMMA Investing LLC grew its holdings in shares of iShares Core S&P 500 ETF by 16.4% during the first quarter. GAMMA Investing LLC now owns 7,321 shares of the company’s stock valued at $4,114,000 after buying an additional 1,032 shares during the last quarter. Finally, NorthStar Asset Management LLC NJ purchased a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at $4,503,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $667.69 on Friday. The firm has a market capitalization of $697.70 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $677.20. The company’s fifty day moving average price is $657.92 and its 200-day moving average price is $614.02.

About iShares Core S&P 500 ETF

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.