Wealth Quarterback LLC Trims Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealth Quarterback LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 59,154 shares of the company’s stock after selling 3,076 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 17.8% of Wealth Quarterback LLC’s investment portfolio, making the stock its largest position. Wealth Quarterback LLC’s holdings in iShares Core S&P 500 ETF were worth $34,121,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. raised its position in shares of iShares Core S&P 500 ETF by 21.3% during the second quarter. Envestnet Asset Management Inc. now owns 36,046,952 shares of the company’s stock worth $19,725,973,000 after acquiring an additional 6,319,531 shares during the last quarter. Marshall Wace LLP raised its holdings in iShares Core S&P 500 ETF by 34.5% during the 2nd quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock worth $12,319,789,000 after purchasing an additional 5,774,400 shares during the last quarter. Creative Planning raised its holdings in iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock worth $12,325,761,000 after purchasing an additional 257,499 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of iShares Core S&P 500 ETF by 60.7% in the 1st quarter. JPMorgan Chase & Co. now owns 20,161,417 shares of the company’s stock valued at $10,599,462,000 after purchasing an additional 7,615,287 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of iShares Core S&P 500 ETF by 1.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 13,683,639 shares of the company’s stock valued at $7,488,098,000 after purchasing an additional 237,585 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 0.4 %

IVV stock opened at $601.13 on Friday. The firm has a market cap of $518.72 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s fifty day simple moving average is $574.26 and its 200 day simple moving average is $552.49. iShares Core S&P 500 ETF has a 12-month low of $435.37 and a 12-month high of $602.56.

iShares Core S&P 500 ETF Company 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.