iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 20.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,738 shares of the company’s stock after selling 1,240 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.1% of FSM Wealth Advisors LLC’s portfolio, making the stock its 26th biggest position. FSM Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,108,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Kozak & Associates Inc. lifted its stake in iShares Core S&P 500 ETF by 7,000.0% during the second quarter. Kozak & Associates Inc. now owns 71 shares of the company’s stock worth $32,000 after purchasing an additional 70 shares during the last quarter. Studio Investment Management LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $33,000. ZRC Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF in the first quarter valued at approximately $43,000. Financial Freedom LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $52,000. Finally, Laffer Tengler Investments purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $55,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV traded up $1.21 during trading on Monday, reaching $448.26. The company had a trading volume of 1,731,055 shares, compared to its average volume of 4,009,299. The firm has a market capitalization of $346.80 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. The stock’s fifty day moving average price is $450.02 and its 200 day moving average price is $428.77. iShares Core S&P 500 ETF has a fifty-two week low of $349.53 and a fifty-two week high of $461.88.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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