iShares Core S&P 500 ETF $IVV Stock Holdings Trimmed by Atria Investments Inc

Atria Investments Inc reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 222,315 shares of the company’s stock after selling 36,568 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.6% of Atria Investments Inc’s holdings, making the stock its 3rd largest holding. Atria Investments Inc’s holdings in iShares Core S&P 500 ETF were worth $138,035,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Wealth Group Ltd. boosted its holdings in iShares Core S&P 500 ETF by 1.2% during the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after acquiring an additional 2,271 shares during the period. NorthStar Asset Management LLC NJ bought a new position in iShares Core S&P 500 ETF during the 1st quarter worth approximately $4,503,000. Finally, Bernardo Wealth Planning LLC increased its stake in iShares Core S&P 500 ETF by 2.7% in the 1st quarter. Bernardo Wealth Planning LLC now owns 78,020 shares of the company’s stock worth $43,839,000 after purchasing an additional 2,059 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $690.71 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07. The firm has a market cap of $724.90 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average price of $663.67 and a 200-day moving average price of $623.47.

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.