WBH Advisory Inc. Trims Stake in iShares Core S&P 500 ETF $IVV

WBH Advisory Inc. trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,518 shares of the company’s stock after selling 3,861 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.7% of WBH Advisory Inc.’s holdings, making the stock its 13th largest position. WBH Advisory Inc.’s holdings in iShares Core S&P 500 ETF were worth $20,190,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $331,591,000. Bison Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock worth $110,748,000 after purchasing an additional 2,271 shares in the last quarter. GAMMA Investing LLC increased its stake in shares of iShares Core S&P 500 ETF by 16.4% in the 1st quarter. GAMMA Investing LLC now owns 7,321 shares of the company’s stock worth $4,114,000 after purchasing an additional 1,032 shares in the last quarter. Finally, NorthStar Asset Management LLC NJ bought a new position in iShares Core S&P 500 ETF in the 1st quarter worth $4,503,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $674.43 on Wednesday. The company has a market capitalization of $707.38 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a fifty day moving average of $659.21 and a 200 day moving average of $616.12. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $677.20.

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.