Icon Wealth Advisors LLC Lowers Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Icon Wealth Advisors LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 199,290 shares of the company’s stock after selling 12,888 shares during the quarter. iShares Core S&P 500 ETF makes up 9.6% of Icon Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Icon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $114,954,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. 1620 Investment Advisors Inc. purchased a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $36,000. Cedar Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares in the last quarter. Kennebec Savings Bank purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $40,000. Brooklyn Investment Group purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $42,000. Finally, Peterson Financial Group Inc. purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $46,000.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $601.82 on Friday. The stock has a market capitalization of $519.31 billion, a PE ratio of 25.23 and a beta of 0.99. The business has a 50 day simple moving average of $585.04 and a two-hundred day simple moving average of $560.74. iShares Core S&P 500 ETF has a 1-year low of $455.41 and a 1-year high of $604.28.

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.