StoneCrest Wealth Management Inc. Sells 240 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

StoneCrest Wealth Management Inc. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,338 shares of the company’s stock after selling 240 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.8% of StoneCrest Wealth Management Inc.’s investment portfolio, making the stock its 19th largest position. StoneCrest Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,502,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 21.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 36,046,952 shares of the company’s stock valued at $19,725,973,000 after acquiring an additional 6,319,531 shares during the last quarter. Marshall Wace LLP lifted its stake in shares of iShares Core S&P 500 ETF by 34.5% in the 2nd quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock valued at $12,319,789,000 after purchasing an additional 5,774,400 shares during the last quarter. Creative Planning lifted its stake in shares of iShares Core S&P 500 ETF by 2.5% in the 2nd quarter. Creative Planning now owns 21,110,972 shares of the company’s stock valued at $11,552,557,000 after purchasing an additional 509,048 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 60.7% in the 1st quarter. JPMorgan Chase & Co. now owns 20,161,417 shares of the company’s stock worth $10,599,462,000 after purchasing an additional 7,615,287 shares during the period. Finally, Bank of New York Mellon Corp increased its position in shares of iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 13,683,639 shares of the company’s stock valued at $7,488,098,000 after purchasing an additional 237,585 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $575.82 on Wednesday. The firm has a market capitalization of $496.88 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s fifty day moving average is $558.58 and its 200 day moving average is $542.03. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $577.47.

About iShares Core S&P 500 ETF

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.