Lockerman Financial Group Inc. Lowers Stock Holdings in iShares Core S&P 500 ETF $IVV

Lockerman Financial Group Inc. lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,578 shares of the company’s stock after selling 521 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.2% of Lockerman Financial Group Inc.’s investment portfolio, making the stock its 10th biggest holding. Lockerman Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $1,601,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in IVV. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the period. Triangle Securities Wealth Management bought a new position in iShares Core S&P 500 ETF during the 1st quarter worth $276,000. Sendero Wealth Management LLC increased its stake in iShares Core S&P 500 ETF by 18.7% during the 1st quarter. Sendero Wealth Management LLC now owns 679 shares of the company’s stock worth $382,000 after acquiring an additional 107 shares during the period. Finally, Johnson & White Wealth Management LLC increased its stake in iShares Core S&P 500 ETF by 0.8% during the 1st quarter. Johnson & White Wealth Management LLC now owns 3,063 shares of the company’s stock worth $1,721,000 after acquiring an additional 24 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $672.50 on Friday. The stock’s fifty day moving average price is $650.60 and its two-hundred day moving average price is $606.01. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $673.81. The firm has a market cap of $677.41 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.