Lyell Wealth Management LP Has $3.48 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lyell Wealth Management LP reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,367 shares of the company’s stock after selling 171 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares Core S&P 500 ETF were worth $3,484,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IVV. Proffitt & Goodson Inc. raised its holdings in iShares Core S&P 500 ETF by 21.2% in the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after purchasing an additional 18 shares in the last quarter. Global Trust Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 5.3% in the second quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock worth $207,000 after buying an additional 19 shares in the last quarter. Independence Bank of Kentucky lifted its holdings in iShares Core S&P 500 ETF by 0.9% in the first quarter. Independence Bank of Kentucky now owns 2,134 shares of the company’s stock worth $1,122,000 after buying an additional 20 shares during the period. Unionview LLC lifted its holdings in iShares Core S&P 500 ETF by 0.6% in the first quarter. Unionview LLC now owns 3,293 shares of the company’s stock worth $1,731,000 after buying an additional 20 shares during the period. Finally, MTM Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 6.9% during the 2nd quarter. MTM Investment Management LLC now owns 308 shares of the company’s stock valued at $169,000 after acquiring an additional 20 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $565.05 on Friday. The company has a market capitalization of $487.58 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business’s 50 day moving average price is $552.88 and its two-hundred day moving average price is $535.21. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $568.24.

iShares Core S&P 500 ETF 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.