iShares Core S&P 500 ETF $IVV is Wilkins Miller Wealth Management LLC’s 3rd Largest Position

Wilkins Miller Wealth Management LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,222 shares of the company’s stock after selling 674 shares during the quarter. iShares Core S&P 500 ETF accounts for 4.4% of Wilkins Miller Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. Wilkins Miller Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,330,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of IVV. Anchor Investment Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the period. Wealth Effects LLC lifted its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after purchasing an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 1.9%

NYSEARCA:IVV opened at $744.19 on Tuesday. iShares Core S&P 500 ETF has a 12 month low of $617.99 and a 12 month high of $764.00. The company has a market cap of $821.77 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $739.44 and a two-hundred day simple moving average of $702.97.

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.