iShares Core S&P 500 ETF (NYSEARCA:IVV) is Merkkuri Wealth Advisors LLC’s 8th Largest Position

Merkkuri Wealth Advisors LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,133 shares of the company’s stock after selling 1,457 shares during the period. iShares Core S&P 500 ETF accounts for approximately 3.3% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 8th largest position. Merkkuri Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,115,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Bull Oak Capital LLC lifted its holdings in iShares Core S&P 500 ETF by 5.6% in the third quarter. Bull Oak Capital LLC now owns 79,215 shares of the company’s stock worth $45,693,000 after buying an additional 4,174 shares during the period. West Michigan Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 3.5% in the third quarter. West Michigan Advisors LLC now owns 1,124 shares of the company’s stock worth $648,000 after buying an additional 38 shares during the period. Tectonic Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 3.1% in the third quarter. Tectonic Advisors LLC now owns 105,845 shares of the company’s stock worth $61,054,000 after buying an additional 3,147 shares during the period. NorthLanding Financial Partners LLC lifted its holdings in iShares Core S&P 500 ETF by 3.1% in the third quarter. NorthLanding Financial Partners LLC now owns 47,734 shares of the company’s stock worth $27,534,000 after buying an additional 1,431 shares during the period. Finally, Leading Edge Financial Planning LLC lifted its holdings in iShares Core S&P 500 ETF by 9.2% in the third quarter. Leading Edge Financial Planning LLC now owns 417 shares of the company’s stock worth $241,000 after buying an additional 35 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $581.81 on Friday. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $588.93. The company has a 50-day simple moving average of $569.55 and a two-hundred day simple moving average of $546.85. The firm has a market capitalization of $502.04 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.