Intelligent Financial Strategies Has $4.20 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Intelligent Financial Strategies reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,131 shares of the company’s stock after selling 202 shares during the period. iShares Core S&P 500 ETF comprises about 2.3% of Intelligent Financial Strategies’ investment portfolio, making the stock its 8th biggest position. Intelligent Financial Strategies’ holdings in iShares Core S&P 500 ETF were worth $4,198,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Wealth Group Ltd. raised its stake in shares of iShares Core S&P 500 ETF by 1.9% in the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after acquiring an additional 3,630 shares during the last quarter. Wealth Alliance Advisory Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Wealth Alliance Advisory Group LLC now owns 77,528 shares of the company’s stock worth $44,720,000 after acquiring an additional 306 shares during the last quarter. Resonant Capital Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.3% in the third quarter. Resonant Capital Advisors LLC now owns 140,605 shares of the company’s stock worth $81,104,000 after acquiring an additional 5,830 shares during the last quarter. Proathlete Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 5.2% in the third quarter. Proathlete Wealth Management LLC now owns 106,904 shares of the company’s stock worth $61,664,000 after acquiring an additional 5,324 shares during the last quarter. Finally, Powers Advisory Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.3% in the third quarter. Powers Advisory Group LLC now owns 888 shares of the company’s stock worth $512,000 after acquiring an additional 20 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.0 %

Shares of NYSEARCA IVV opened at $612.68 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $613.93. The company has a market cap of $528.68 billion, a PE ratio of 25.23 and a beta of 0.99. The company has a 50-day moving average of $600.72 and a two-hundred day moving average of $583.50.

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.