Intelligent Financial Strategies Has $4.23 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Intelligent Financial Strategies reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,333 shares of the company’s stock after selling 97 shares during the period. iShares Core S&P 500 ETF accounts for 2.3% of Intelligent Financial Strategies’ portfolio, making the stock its 8th largest position. Intelligent Financial Strategies’ holdings in iShares Core S&P 500 ETF were worth $4,230,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. 1620 Investment Advisors Inc. purchased a new stake in iShares Core S&P 500 ETF in the second quarter worth about $36,000. Covestor Ltd grew its holdings in iShares Core S&P 500 ETF by 321.1% in the first quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after purchasing an additional 61 shares during the period. LRI Investments LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $55,000. Proffitt & Goodson Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 21.2% during the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after buying an additional 18 shares during the last quarter. Finally, Christopher J. Hasenberg Inc grew its holdings in shares of iShares Core S&P 500 ETF by 65.6% during the third quarter. Christopher J. Hasenberg Inc now owns 101 shares of the company’s stock valued at $58,000 after buying an additional 40 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 0.3 %

NYSEARCA:IVV opened at $582.67 on Thursday. The company’s 50 day moving average price is $571.29 and its 200-day moving average price is $548.85. iShares Core S&P 500 ETF has a 52 week low of $416.07 and a 52 week high of $588.93. The stock has a market cap of $502.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.