Brass Tax Wealth Management Inc. Has $5.27 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Brass Tax Wealth Management Inc. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 9,141 shares of the company’s stock after selling 122 shares during the quarter. iShares Core S&P 500 ETF accounts for 2.0% of Brass Tax Wealth Management Inc.’s investment portfolio, making the stock its 11th biggest position. Brass Tax Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,273,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Balboa Wealth Partners boosted its position in iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares during the last quarter. Proffitt & Goodson Inc. raised its stake in iShares Core S&P 500 ETF by 21.2% in 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 period. TruWealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after buying an additional 18 shares during the period. Lewis Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after buying an additional 18 shares during the period. Finally, Hassell Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the period.

iShares Core S&P 500 ETF Trading Down 0.2 %

NYSEARCA:IVV traded down $0.92 on Friday, hitting $606.43. The company’s stock had a trading volume of 1,229,426 shares, compared to its average volume of 5,018,168. The stock has a fifty day moving average of $591.97 and a two-hundred day moving average of $566.14. The firm has a market capitalization of $523.29 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $468.65 and a one year high of $612.09.

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.