Leo Wealth LLC Decreases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Leo Wealth LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,122 shares of the company’s stock after selling 450 shares during the quarter. Leo Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $4,685,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in IVV. SMI Advisory Services LLC increased its position in shares of iShares Core S&P 500 ETF by 5.4% in the 1st quarter. SMI Advisory Services LLC now owns 23,852 shares of the company’s stock valued at $12,445,000 after acquiring an additional 1,220 shares during the period. Affiance Financial LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.0% in the first quarter. Affiance Financial LLC now owns 10,328 shares of the company’s stock valued at $5,430,000 after purchasing an additional 301 shares during the period. S.A. Mason LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.9% during the first quarter. S.A. Mason LLC now owns 8,996 shares of the company’s stock worth $4,729,000 after purchasing an additional 170 shares during the period. Orgel Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 63.8% during the first quarter. Orgel Wealth Management LLC now owns 359,105 shares of the company’s stock worth $188,792,000 after purchasing an additional 139,866 shares during the period. Finally, Epiq Partners LLC boosted its position in iShares Core S&P 500 ETF by 133.4% in the first quarter. Epiq Partners LLC now owns 2,033 shares of the company’s stock valued at $1,069,000 after buying an additional 1,162 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 0.9 %

IVV opened at $580.75 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $588.93. The firm has a 50 day moving average of $569.03 and a two-hundred day moving average of $546.61. The firm has a market capitalization of $501.13 billion, a PE ratio of 25.23 and a beta of 0.99.

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.