PKS Advisory Services LLC Sells 1,536 Shares of iShares Core S&P 500 ETF $IVV

PKS Advisory Services LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 74,169 shares of the company’s stock after selling 1,536 shares during the period. iShares Core S&P 500 ETF makes up approximately 10.1% of PKS Advisory Services LLC’s investment portfolio, making the stock its 2nd largest holding. PKS Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $49,641,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Americana Partners LLC increased its stake in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Forza Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after buying an additional 1,438 shares during the period. Coyle Financial Counsel LLC grew its holdings in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares during the period. Fonville Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after buying an additional 3,224 shares in the last quarter. Finally, Fortitude Family Office LLC raised its stake in iShares Core S&P 500 ETF by 13.4% during the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after buying an additional 5,800 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.4%

IVV stock opened at $689.38 on Monday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The firm has a market cap of $757.77 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $691.61 and its two-hundred day moving average price is $677.13.

iShares Core S&P 500 ETF 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.