iShares Core S&P 500 ETF (NYSEARCA:IVV) is Bright Financial Advisors Inc.’s 4th Largest Position

Bright Financial Advisors Inc. decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,769 shares of the company’s stock after selling 816 shares during the period. iShares Core S&P 500 ETF accounts for 7.3% of Bright Financial Advisors Inc.’s investment portfolio, making the stock its 4th largest holding. Bright Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $11,638,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of IVV. Compass Ion Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after acquiring an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the period. Daiwa Securities Group Inc. grew its position in iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 23.3% in the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after purchasing an additional 67,472 shares during the period. Finally, Trinity Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 5.0% in the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after buying an additional 83 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 0.9 %

Shares of IVV stock opened at $603.80 on Monday. The stock’s 50-day moving average price is $600.67 and its 200 day moving average price is $581.03. The stock has a market capitalization of $521.02 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $493.07 and a 52-week high of $613.79.

About iShares Core S&P 500 ETF

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.