Liberty Square Wealth Partners LLC Lowers Stock Holdings in iShares Core S&P 500 ETF $IVV

Liberty Square Wealth Partners LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,293 shares of the company’s stock after selling 372 shares during the quarter. Liberty Square Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $803,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Johnson Bixby & Associates LLC boosted its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after acquiring an additional 16 shares during the period. Activest Wealth Management boosted its holdings in iShares Core S&P 500 ETF by 1.5% during the 1st quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock valued at $643,000 after acquiring an additional 17 shares during the period. Greenfield Savings Bank boosted its holdings in iShares Core S&P 500 ETF by 2.0% during the 2nd quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock valued at $540,000 after acquiring an additional 17 shares during the period. Next Level Private LLC boosted its holdings in iShares Core S&P 500 ETF by 1.6% during the 2nd quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock valued at $676,000 after acquiring an additional 17 shares during the period. Finally, Defined Financial Planning LLC boosted its holdings in iShares Core S&P 500 ETF by 3.7% during the 2nd quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock valued at $300,000 after acquiring an additional 17 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $674.59 on Tuesday. The business has a 50-day moving average of $658.64 and a 200 day moving average of $615.71. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $677.20. The stock has a market capitalization of $704.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.