iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 5.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 231,180 shares of the company’s stock after selling 13,053 shares during the quarter. iShares Core S&P 500 ETF makes up 15.9% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $121,538,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of IVV. TruWealth Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the 4th quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock valued at $433,000 after purchasing an additional 21 shares during the period. Great Waters Wealth Management boosted its stake in shares of iShares Core S&P 500 ETF by 1.7% during the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after buying an additional 22 shares during the period. TriaGen Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the 4th quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after acquiring an additional 22 shares in the last quarter. Arista Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after acquiring an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc raised its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after acquiring an additional 22 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.3 %

NYSEARCA IVV traded down $1.40 on Monday, reaching $545.61. The stock had a trading volume of 3,856,545 shares, compared to its average volume of 5,369,390. iShares Core S&P 500 ETF has a 1 year low of $411.02 and a 1 year high of $551.29. The business has a 50 day moving average price of $525.43 and a 200 day moving average price of $507.14. The company has a market capitalization of $470.81 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

About iShares Core S&P 500 ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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