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

BlueSky Wealth Advisors LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,237 shares of the company’s stock after selling 404 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.6% of BlueSky Wealth Advisors LLC’s portfolio, making the stock its 29th largest position. BlueSky Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,174,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in IVV. Scarborough Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $118,000. Richardson Financial Services Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $49,000. Congress Asset Management Co. MA raised its holdings in shares of iShares Core S&P 500 ETF by 198.4% in the fourth quarter. Congress Asset Management Co. MA now owns 16,992 shares of the company’s stock valued at $8,116,000 after buying an additional 11,298 shares during the last quarter. Fisher Asset Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 11.1% during the fourth quarter. Fisher Asset Management LLC now owns 7,993 shares of the company’s stock worth $3,818,000 after buying an additional 801 shares during the period. Finally, ST Germain D J Co. Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 2.2% during the first quarter. ST Germain D J Co. Inc. now owns 3,402 shares of the company’s stock worth $1,789,000 after buying an additional 74 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.8 %

IVV opened at $587.14 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $588.05. The business has a 50 day moving average price of $562.04 and a two-hundred day moving average price of $543.67. The company has a market cap of $506.64 billion, a PE ratio of 25.23 and a beta of 0.99.

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.