Wealthstream Advisors Inc. Has $619,000 Stock Position in iShares Core S&P 500 ETF $IVV

Wealthstream Advisors Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 997 shares of the company’s stock after purchasing an additional 49 shares during the period. Wealthstream Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $619,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. DeDora Capital Inc. grew its stake in iShares Core S&P 500 ETF by 2.4% during the second quarter. DeDora Capital Inc. now owns 35,411 shares of the company’s stock worth $21,987,000 after purchasing an additional 829 shares during the period. Morgan Dempsey Capital Management LLC acquired a new stake in iShares Core S&P 500 ETF in the second quarter valued at approximately $233,000. Novare Capital Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 7.9% during the second quarter. Novare Capital Management LLC now owns 68,304 shares of the company’s stock valued at $42,410,000 after acquiring an additional 5,012 shares in the last quarter. Quotient Wealth Partners LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the second quarter. Quotient Wealth Partners LLC now owns 580,421 shares of the company’s stock valued at $360,383,000 after acquiring an additional 10,038 shares in the last quarter. Finally, Aspiriant LLC increased its holdings in shares of iShares Core S&P 500 ETF by 7.0% during the second quarter. Aspiriant LLC now owns 624,720 shares of the company’s stock valued at $387,886,000 after acquiring an additional 40,785 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.0%

Shares of NYSEARCA:IVV opened at $674.59 on Tuesday. The stock has a market cap of $704.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $677.20. The business’s 50 day moving average is $658.64 and its 200 day moving average is $615.71.

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.