Adviser Investments LLC Cuts Stake in iShares S&P 500 ETF (NYSEARCA:IVV)

Adviser Investments LLC lowered its position in shares of iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 49.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 86,484 shares of the company’s stock after selling 85,700 shares during the period. iShares S&P 500 ETF comprises approximately 2.2% of Adviser Investments LLC’s holdings, making the stock its 11th largest holding. Adviser Investments LLC’s holdings in iShares S&P 500 ETF were worth $32,790,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Windsor Capital Management LLC grew its stake in iShares S&P 500 ETF by 9.3% in the second quarter. Windsor Capital Management LLC now owns 50,020 shares of the company’s stock valued at $18,965,000 after purchasing an additional 4,241 shares during the last quarter. Highland Private Wealth Management grew its stake in iShares S&P 500 ETF by 9.3% in the second quarter. Highland Private Wealth Management now owns 17,763 shares of the company’s stock valued at $6,735,000 after purchasing an additional 1,514 shares during the last quarter. Leith Wheeler Investment Counsel Ltd. grew its stake in iShares S&P 500 ETF by 0.3% in the second quarter. Leith Wheeler Investment Counsel Ltd. now owns 819,671 shares of the company’s stock valued at $400,096,000 after purchasing an additional 2,186 shares during the last quarter. YHB Investment Advisors Inc. grew its stake in iShares S&P 500 ETF by 0.9% in the second quarter. YHB Investment Advisors Inc. now owns 16,199 shares of the company’s stock valued at $6,142,000 after purchasing an additional 148 shares during the last quarter. Finally, Vista Wealth Management Group LLC grew its stake in iShares S&P 500 ETF by 19.9% in the second quarter. Vista Wealth Management Group LLC now owns 2,718 shares of the company’s stock valued at $1,035,000 after purchasing an additional 452 shares during the last quarter.

iShares S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $377.69 on Friday. The business has a 50-day simple moving average of $405.78 and a two-hundred day simple moving average of $411.63. iShares S&P 500 ETF has a fifty-two week low of $364.03 and a fifty-two week high of $482.07.

iShares S&P 500 ETF Profile

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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.

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Institutional Ownership by Quarter for iShares S&P 500 ETF (NYSEARCA:IVV)

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