iShares S&P 500 ETF (NYSEARCA:IVV) is Regal Wealth Group Inc.’s 3rd Largest Position

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Regal Wealth Group Inc. cut its stake in iShares S&P 500 ETF (NYSEARCA:IVV) by 3.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 33,177 shares of the company’s stock after selling 1,274 shares during the period. iShares S&P 500 ETF accounts for approximately 8.5% of Regal Wealth Group Inc.’s portfolio, making the stock its 3rd largest position. Regal Wealth Group Inc.’s holdings in iShares S&P 500 ETF were worth $10,275,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of IVV. Money Design Co. Ltd. raised its holdings in iShares S&P 500 ETF by 21.0% in the second quarter. Money Design Co. Ltd. now owns 652 shares of the company’s stock worth $202,000 after purchasing an additional 113 shares in the last quarter. Compass Ion Advisors LLC increased its stake in shares of iShares S&P 500 ETF by 102.8% in the 2nd quarter. Compass Ion Advisors LLC now owns 7,069 shares of the company’s stock worth $2,189,000 after acquiring an additional 3,583 shares in the last quarter. Omega Financial Group LLC lifted its position in iShares S&P 500 ETF by 2.3% during the 2nd quarter. Omega Financial Group LLC now owns 13,065 shares of the company’s stock valued at $4,046,000 after acquiring an additional 288 shares during the period. Sanders Morris Harris LLC purchased a new position in iShares S&P 500 ETF during the 2nd quarter valued at about $262,000. Finally, Wealth Alliance Advisory Group LLC boosted its stake in iShares S&P 500 ETF by 37.8% during the second quarter. Wealth Alliance Advisory Group LLC now owns 57,449 shares of the company’s stock worth $17,792,000 after acquiring an additional 15,758 shares in the last quarter.

Shares of NYSEARCA IVV traded down $4.95 on Thursday, reaching $312.38. 84,336 shares of the company’s stock traded hands, compared to its average volume of 7,270,135. The business’s 50 day simple moving average is $308.49 and its two-hundred day simple moving average is $302.69. iShares S&P 500 ETF has a 12 month low of $220.28 and a 12 month high of $340.63.

About iShares 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 S&P 500 ETF (NYSEARCA:IVV)

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