iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Trimmed by VERITY Wealth Advisors

VERITY Wealth Advisors lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,956 shares of the company’s stock after selling 102 shares during the quarter. iShares Core S&P 500 ETF accounts for about 6.2% of VERITY Wealth Advisors’ investment portfolio, making the stock its 4th largest position. VERITY Wealth Advisors’ holdings in iShares Core S&P 500 ETF were worth $6,256,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IVV. LFA Lugano Financial Advisors SA lifted its holdings in iShares Core S&P 500 ETF by 47.6% during the first quarter. LFA Lugano Financial Advisors SA now owns 620 shares of the company’s stock valued at $176,000 after purchasing an additional 200 shares in the last quarter. Financial Consulate Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 15.1% in the first quarter. Financial Consulate Inc. now owns 3,237 shares of the company’s stock worth $921,000 after buying an additional 424 shares in the last quarter. Moors & Cabot Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter worth $354,000. Biegel & Waller LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 243.7% in the first quarter. Biegel & Waller LLC now owns 9,603 shares of the company’s stock worth $2,733,000 after buying an additional 6,809 shares in the last quarter. Finally, HL Financial Services LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.8% in the first quarter. HL Financial Services LLC now owns 192,139 shares of the company’s stock worth $54,675,000 after buying an additional 1,585 shares in the last quarter.

Shares of IVV stock traded up $5.02 during mid-day trading on Friday, hitting $299.97. The company had a trading volume of 388,199 shares, compared to its average volume of 4,068,620. iShares Core S&P 500 ETF has a 52-week low of $235.46 and a 52-week high of $304.40. The stock’s 50 day moving average price is $296.43 and its 200-day moving average price is $293.10.

The business also recently announced a — dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were issued a $1.4827 dividend. This represents a dividend yield of 2%. The ex-dividend date of this dividend was Tuesday, September 24th.

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.

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

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