Orin Green Financial LLC Trims Stake in iShares Core S&P 500 ETF $IVV

Orin Green Financial LLC cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 51,196 shares of the company’s stock after selling 402 shares during the quarter. iShares Core S&P 500 ETF accounts for about 13.5% of Orin Green Financial LLC’s investment portfolio, making the stock its largest holding. Orin Green Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $31,788,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Alaska Permanent Capital Management LLC lifted its stake in iShares Core S&P 500 ETF by 6.0% during the second quarter. Alaska Permanent Capital Management LLC now owns 117,291 shares of the company’s stock worth $72,850,000 after purchasing an additional 6,656 shares during the last quarter. Salus Financial Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 1.6% in the second quarter. Salus Financial Advisors LLC now owns 62,103 shares of the company’s stock valued at $38,560,000 after buying an additional 983 shares during the last quarter. Madison Wealth Partners Inc lifted its stake in iShares Core S&P 500 ETF by 6.1% in the second quarter. Madison Wealth Partners Inc now owns 33,592 shares of the company’s stock valued at $20,857,000 after buying an additional 1,922 shares during the last quarter. LMG Wealth Partners LLC bought a new stake in iShares Core S&P 500 ETF in the second quarter valued at $813,000. Finally, Balboa Wealth Partners lifted its stake in iShares Core S&P 500 ETF by 14.7% in the second quarter. Balboa Wealth Partners now owns 1,943 shares of the company’s stock valued at $1,206,000 after buying an additional 249 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $674.43 on Wednesday. The stock has a market capitalization of $707.38 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $677.20. The stock’s fifty day moving average is $659.21 and its two-hundred day moving average is $616.12.

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.