Valued Wealth Advisors LLC Decreases Stake in iShares Core S&P 500 ETF $IVV

Valued Wealth Advisors LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 986 shares of the company’s stock after selling 121 shares during the quarter. iShares Core S&P 500 ETF accounts for 0.3% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 26th largest position. Valued Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $612,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth approximately $28,000. Lord & Richards Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF during the first quarter worth $31,000. Nvwm LLC grew its holdings in iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares during the last quarter. Cheviot Value Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at $52,000. Finally, Hager Investment Management Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at about $61,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.1%

Shares of IVV stock opened at $674.34 on Friday. The company has a market capitalization of $707.72 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $668.29 and a 200 day moving average price of $630.11. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $693.07.

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.