iShares Core S&P 500 ETF (NYSEARCA:IVV) is Perigon Wealth Management LLC’s 3rd Largest Position

Perigon Wealth Management LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 217,505 shares of the company’s stock after selling 1,637 shares during the quarter. iShares Core S&P 500 ETF comprises 3.3% of Perigon Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Perigon Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $125,461,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of IVV. Proffitt & Goodson Inc. increased its position 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 worth $56,000 after purchasing an additional 18 shares during the period. Global Trust Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 5.3% during the 2nd quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock valued at $207,000 after purchasing an additional 19 shares in the last quarter. Indiana Trust & Investment Management Co lifted its stake in iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after acquiring an additional 19 shares in the last quarter. Independence Bank of Kentucky lifted its stake in iShares Core S&P 500 ETF by 0.9% in the 1st quarter. Independence Bank of Kentucky now owns 2,134 shares of the company’s stock valued at $1,122,000 after acquiring an additional 20 shares in the last quarter. Finally, Unionview LLC lifted its stake in iShares Core S&P 500 ETF by 0.6% in the 1st quarter. Unionview LLC now owns 3,293 shares of the company’s stock valued at $1,731,000 after acquiring an additional 20 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded up $1.02 during trading on Thursday, hitting $586.10. The stock had a trading volume of 399,587 shares, compared to its average volume of 5,151,686. The company has a market capitalization of $505.75 billion, a PE ratio of 25.23 and a beta of 0.99. The company’s 50-day moving average price is $564.46 and its two-hundred day moving average price is $544.36. iShares Core S&P 500 ETF has a 12 month low of $411.02 and a 12 month high of $588.89.

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.