Exencial Wealth Advisors LLC Reduces Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Exencial Wealth Advisors LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,831 shares of the company’s stock after selling 1,195 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.2% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Exencial Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $33,358,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. 1620 Investment Advisors Inc. purchased a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $36,000. Covestor Ltd boosted its position in shares of iShares Core S&P 500 ETF by 321.1% during the first quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after buying an additional 61 shares during the period. Christopher J. Hasenberg Inc boosted its position 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 period. Proffitt & Goodson Inc. boosted its position 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 period. Finally, LRI Investments LLC purchased a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $55,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $593.93 on Thursday. iShares Core S&P 500 ETF has a 1 year low of $435.37 and a 1 year high of $594.80. The business has a 50 day simple moving average of $572.83 and a two-hundred day simple moving average of $551.48. The firm has a market capitalization of $512.50 billion, a PE ratio of 25.23 and a beta of 0.99.

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.