iShares Core S&P 500 ETF (IVV) Holdings Reduced by Dynamic Advisor Solutions LLC

Share on StockTwits

Dynamic Advisor Solutions LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 25.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,244 shares of the company’s stock after selling 1,429 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $1,135,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in IVV. Simplex Trading LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $28,000. Global Trust Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 158.7% during the 4th quarter. Global Trust Asset Management LLC now owns 163 shares of the company’s stock worth $41,000 after buying an additional 100 shares during the last quarter. Bogart Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $69,000. Howe & Rusling Inc. increased its position in iShares Core S&P 500 ETF by 154.7% during the third quarter. Howe & Rusling Inc. now owns 433 shares of the company’s stock worth $127,000 after acquiring an additional 263 shares during the period. Finally, TRUE Private Wealth Advisors bought a new position in iShares Core S&P 500 ETF during the third quarter worth about $149,000.

NYSEARCA:IVV opened at $276.66 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $235.46 and a 52 week high of $296.69.

COPYRIGHT VIOLATION NOTICE: This news story was first reported by Week Herald and is owned by of Week Herald. If you are reading this news story on another site, it was copied illegally and reposted in violation of US and international trademark and copyright law. The correct version of this news story can be viewed at https://weekherald.com/2019/02/14/ishares-core-sp-500-etf-ivv-holdings-reduced-by-dynamic-advisor-solutions-llc.html.

iShares Core S&P 500 ETF Company 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.

See Also: What are the risks of holding treasury bonds?

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

Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply