Wealthquest Corp Reduces Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealthquest Corp cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,246 shares of the company’s stock after selling 90 shares during the period. Wealthquest Corp’s holdings in iShares Core S&P 500 ETF were worth $1,229,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. BNP Paribas bought a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at about $1,077,000. MONECO Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 1.7% during the 4th quarter. MONECO Advisors LLC now owns 3,320 shares of the company’s stock valued at $1,586,000 after buying an additional 54 shares in the last quarter. True Link Financial Advisors LLC lifted its position in iShares Core S&P 500 ETF by 9.0% in the 1st quarter. True Link Financial Advisors LLC now owns 266,102 shares of the company’s stock worth $139,898,000 after buying an additional 21,997 shares during the last quarter. Financial Management Professionals Inc. boosted its stake in iShares Core S&P 500 ETF by 267.1% in the first quarter. Financial Management Professionals Inc. now owns 257 shares of the company’s stock worth $135,000 after buying an additional 187 shares in the last quarter. Finally, Lane & Associates LLC grew its position in iShares Core S&P 500 ETF by 2.2% during the first quarter. Lane & Associates LLC now owns 4,117 shares of the company’s stock valued at $2,165,000 after acquiring an additional 90 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $576.57 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $577.47. The firm has a 50 day moving average price of $555.51 and a 200-day moving average price of $539.83. The firm has a market cap of $497.52 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.