Montz Harcus Wealth Management LLC Reduces Position in iShares Core S&P 500 ETF $IVV

Montz Harcus Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% during the second quarter, Holdings Channel.com reports. The firm owned 1,656 shares of the company’s stock after selling 64 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.5% of Montz Harcus Wealth Management LLC’s holdings, making the stock its 23rd largest position. Montz Harcus Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,028,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing 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% in the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after purchasing an additional 2,271 shares in the last quarter. Radnor Capital Management LLC increased its stake in iShares Core S&P 500 ETF by 4.6% in the first quarter. Radnor Capital Management LLC now owns 1,139 shares of the company’s stock valued at $640,000 after purchasing an additional 50 shares during the last quarter. Finally, Sunflower Bank N.A. raised its holdings in iShares Core S&P 500 ETF by 2.0% during the first quarter. Sunflower Bank N.A. now owns 3,792 shares of the company’s stock worth $2,131,000 after purchasing an additional 73 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.0%

Shares of NYSEARCA:IVV opened at $672.42 on Monday. The firm has a 50 day simple moving average of $651.25 and a 200-day simple moving average of $607.32. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $675.93. The company has a market capitalization of $704.39 billion, a PE ratio of 25.10 and a beta of 1.00.

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.