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

WESPAC Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,490 shares of the company’s stock after selling 148 shares during the period. iShares Core S&P 500 ETF makes up 2.8% of WESPAC Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. WESPAC Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $3,743,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Okabena Investment Services Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 16.8% in the 3rd quarter. Okabena Investment Services Inc. now owns 13,873 shares of the company’s stock worth $8,002,000 after purchasing an additional 2,000 shares in the last quarter. Jim Saulnier & Associates LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $1,012,000. KKM Financial LLC increased its position in shares of iShares Core S&P 500 ETF by 17.0% during the third quarter. KKM Financial LLC now owns 1,137 shares of the company’s stock worth $656,000 after acquiring an additional 165 shares in the last quarter. One Charles Private Wealth Services LLC raised its holdings in shares of iShares Core S&P 500 ETF by 6.0% in the 3rd quarter. One Charles Private Wealth Services LLC now owns 493 shares of the company’s stock worth $284,000 after acquiring an additional 28 shares during the last quarter. Finally, Kingsview Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 4.7% in the 3rd quarter. Kingsview Wealth Management LLC now owns 41,754 shares of the company’s stock valued at $24,085,000 after acquiring an additional 1,893 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $598.45 on Friday. The firm has a market capitalization of $516.40 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $455.41 and a 52 week high of $603.09. The stock has a 50 day moving average price of $582.31 and a two-hundred day moving average price of $558.78.

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.