SWP Financial LLC Sells 6,721 Shares of iShares Core S&P 500 ETF $IVV

SWP Financial LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,827 shares of the company’s stock after selling 6,721 shares during the period. iShares Core S&P 500 ETF makes up approximately 10.5% of SWP Financial LLC’s investment portfolio, making the stock its largest holding. SWP Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $19,141,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 6.4% during the 1st quarter. Envestnet Asset Management Inc. now owns 35,694,204 shares of the company’s stock valued at $20,056,573,000 after purchasing an additional 2,160,133 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in iShares Core S&P 500 ETF by 2.5% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock valued at $17,586,070,000 after buying an additional 768,618 shares in the last quarter. New Vernon Capital Holdings II LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 53,779.2% in the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock valued at $13,921,238,000 after buying an additional 24,729,312 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 31.4% in the first quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after buying an additional 5,708,115 shares during the period. Finally, PNC Financial Services Group Inc. increased its position in shares of iShares Core S&P 500 ETF by 1.0% during the first quarter. PNC Financial Services Group Inc. now owns 15,270,271 shares of the company’s stock worth $8,580,365,000 after acquiring an additional 146,638 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.1%

IVV opened at $672.50 on Friday. The stock has a market capitalization of $677.41 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $673.81. The firm’s fifty day simple moving average is $650.60 and its 200 day simple moving average is $606.01.

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.