Trek Financial LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 68,642 shares of the ETF’s stock after selling 4,785 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.4% of Trek Financial LLC’s holdings, making the stock its 3rd largest position. Trek Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $52,570,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Pinnacle Financial Group LLC IL lifted its stake in shares of iShares Core S&P 500 ETF by 38.9% in the 3rd quarter. Pinnacle Financial Group LLC IL now owns 796 shares of the ETF’s stock worth $609,000 after purchasing an additional 223 shares during the period. Dala Group LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth approximately $220,000. Virtue Capital Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 9.7% in the third quarter. Virtue Capital Management LLC now owns 1,196 shares of the ETF’s stock worth $916,000 after buying an additional 106 shares during the last quarter. DecisionMap Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 3.7% during the third quarter. DecisionMap Wealth Management LLC now owns 22,377 shares of the ETF’s stock valued at $17,137,000 after buying an additional 808 shares during the period. Finally, Columbia Bank grew its position in iShares Core S&P 500 ETF by 0.6% during the third quarter. Columbia Bank now owns 17,191 shares of the ETF’s stock valued at $13,166,000 after buying an additional 111 shares during the period. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Down 0.5%
Shares of IVV stock opened at $755.36 on Tuesday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03. The stock has a market cap of $866.10 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $770.58 and a two-hundred day simple moving average of $732.10.
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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