iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Strata Wealth Advisors LLC

Strata Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,572 shares of the company’s stock after selling 454 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 2.4% of Strata Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest position. Strata Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $6,880,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Burkett Financial Services LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $31,000. 1620 Investment Advisors Inc. bought a new stake in iShares Core S&P 500 ETF in the second quarter valued at approximately $36,000. Thompson Investment Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the 1st quarter valued at approximately $37,000. Covestor Ltd raised its holdings in iShares Core S&P 500 ETF by 321.1% during the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after purchasing an additional 61 shares during the last quarter. Finally, Ables Iannone Moore & Associates Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $44,000.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $574.58 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $576.10. The firm’s fifty day moving average is $553.88 and its 200-day moving average is $537.78. The firm has a market cap of $495.81 billion, a P/E 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.