iShares Core S&P 500 ETF $IVV Position Trimmed by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 92,756 shares of the ETF’s stock after selling 20,339 shares during the period. iShares Core S&P 500 ETF comprises about 18.7% of KFA Private Wealth Group LLC’s portfolio, making the stock its largest holding. KFA Private Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $69,464,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after acquiring an additional 421,146 shares in the last quarter. Marshall Wace LLP increased its position in shares of iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares in the last quarter. Creative Planning raised its stake in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE raised its stake in iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 400.8% in the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after purchasing an additional 13,946,081 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Down 0.7%

Shares of IVV opened at $765.35 on Wednesday. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09. The firm’s fifty day moving average is $758.36 and its two-hundred day moving average is $725.41. The stock has a market cap of $888.99 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. 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.