Lutz Financial Services LLC Sells 818 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lutz Financial Services LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,762 shares of the company’s stock after selling 818 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.2% of Lutz Financial Services LLC’s holdings, making the stock its 26th largest holding. Lutz Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $14,283,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of IVV. 1620 Investment Advisors Inc. bought a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at about $36,000. Covestor Ltd increased its position in iShares Core S&P 500 ETF by 321.1% in the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after acquiring an additional 61 shares in the last quarter. Christopher J. Hasenberg Inc increased its position in iShares Core S&P 500 ETF by 65.6% in the 3rd quarter. Christopher J. Hasenberg Inc now owns 101 shares of the company’s stock valued at $58,000 after acquiring an additional 40 shares in the last quarter. Proffitt & Goodson Inc. raised its stake in shares of 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 acquiring an additional 18 shares during the last quarter. Finally, LRI Investments LLC acquired a new position in shares of iShares Core S&P 500 ETF during the first quarter worth approximately $55,000.

iShares Core S&P 500 ETF Price Performance

IVV opened at $574.11 on Monday. The company’s 50 day simple moving average is $571.70 and its 200-day simple moving average is $550.10. iShares Core S&P 500 ETF has a one year low of $435.37 and a one year high of $588.93. The stock has a market capitalization of $495.40 billion, a P/E 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.