Gratus Wealth Advisors LLC Sells 33 Shares of iShares Core S&P 500 ETF $IVV

Gratus Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,789 shares of the company’s stock after selling 33 shares during the period. iShares Core S&P 500 ETF comprises 0.5% of Gratus Wealth Advisors LLC’s portfolio, making the stock its 25th biggest holding. Gratus Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,973,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Johnson Bixby & Associates LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after buying an additional 16 shares during the period. Activest Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 1.5% in the 1st quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock valued at $643,000 after buying an additional 17 shares during the period. Greenfield Savings Bank grew its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 2nd quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock valued at $540,000 after buying an additional 17 shares during the period. Next Level Private LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.6% in the 2nd quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock valued at $676,000 after buying an additional 17 shares during the period. Finally, Graham Capital Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.8% in the 1st quarter. Graham Capital Wealth Management LLC now owns 660 shares of the company’s stock valued at $371,000 after buying an additional 18 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of IVV stock opened at $676.42 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $676.49. The firm has a market capitalization of $708.14 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average of $653.40 and a 200-day moving average of $608.99.

iShares Core S&P 500 ETF Company 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.