Unique Wealth LLC Sells 845 Shares of iShares Core S&P 500 ETF $IVV

Unique Wealth LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 151,429 shares of the ETF’s stock after selling 845 shares during the quarter. iShares Core S&P 500 ETF accounts for 13.2% of Unique Wealth LLC’s investment portfolio, making the stock its largest position. Unique Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $113,403,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $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 ETF’s stock worth $4,591,000 after buying an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after acquiring an additional 45 shares during the last quarter. First Trust Advisors LP raised its holdings in shares of iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after acquiring an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. lifted its position in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock valued at $5,250,000 after acquiring an additional 97 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $769.65 on Thursday. The stock’s 50 day simple moving average is $756.39 and its 200-day simple moving average is $723.28. The company has a market cap of $893.99 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09.

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. 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.