Sterling Investment Advisors LLC ADV Cuts Holdings in iShares Core S&P 500 ETF (IVV)

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Sterling Investment Advisors LLC ADV cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 52,481 shares of the company’s stock after selling 1,412 shares during the quarter. iShares Core S&P 500 ETF makes up 12.5% of Sterling Investment Advisors LLC ADV’s portfolio, making the stock its 2nd largest holding. Sterling Investment Advisors LLC ADV’s holdings in iShares Core S&P 500 ETF were worth $15,363,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. OmniStar Financial Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the second quarter. OmniStar Financial Group Inc. now owns 9,878 shares of the company’s stock valued at $2,697,000 after acquiring an additional 178 shares during the period. AlphaMark Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 27.8% during the second quarter. AlphaMark Advisors LLC now owns 822 shares of the company’s stock valued at $224,000 after acquiring an additional 179 shares during the period. Price Wealth Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the second quarter. Price Wealth Management Inc. now owns 17,949 shares of the company’s stock valued at $4,901,000 after acquiring an additional 182 shares during the period. Diversified Portfolios Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the second quarter. Diversified Portfolios Inc. now owns 5,354 shares of the company’s stock valued at $1,462,000 after acquiring an additional 186 shares during the period. Finally, Cornerstone Advisory LLP increased its stake in shares of iShares Core S&P 500 ETF by 0.3% in the second quarter. Cornerstone Advisory LLP now owns 58,691 shares of the company’s stock valued at $16,026,000 after buying an additional 189 shares in the last quarter.

Shares of NYSEARCA:IVV opened at $278.03 on Friday. iShares Core S&P 500 ETF has a twelve month low of $254.77 and a twelve month high of $296.69.

The firm also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were paid a $1.2774 dividend. The ex-dividend date was Wednesday, September 26th. This represents a $5.11 dividend on an annualized basis and a dividend yield of 1.84%.

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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