TSA Wealth Managment LLC Has $14.28 Million Stock Position in iShares Core S&P 500 ETF $IVV

TSA Wealth Managment LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,995 shares of the company’s stock after selling 546 shares during the quarter. iShares Core S&P 500 ETF makes up 5.2% of TSA Wealth Managment LLC’s holdings, making the stock its 6th largest position. TSA Wealth Managment LLC’s holdings in iShares Core S&P 500 ETF were worth $14,278,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Johnson Bixby & Associates LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after buying an additional 16 shares in the last quarter. Activest Wealth Management boosted its stake in iShares Core S&P 500 ETF by 1.5% in the first quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock valued at $643,000 after acquiring an additional 17 shares in the last quarter. Greenfield Savings Bank boosted its stake in iShares Core S&P 500 ETF by 2.0% in the second quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock valued at $540,000 after acquiring an additional 17 shares in the last quarter. Next Level Private LLC grew its holdings in iShares Core S&P 500 ETF by 1.6% in the second quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock worth $676,000 after purchasing an additional 17 shares during the last quarter. Finally, Defined Financial Planning LLC increased its position in shares of iShares Core S&P 500 ETF by 3.7% during the second quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock worth $300,000 after purchasing an additional 17 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.8%

Shares of IVV opened at $680.52 on Friday. The firm has a market cap of $713.66 billion, a PE 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 $681.80. The stock has a fifty day moving average price of $660.89 and a 200-day moving average price of $619.75.

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.