iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Lessened by Highland Private Wealth Management

Highland Private Wealth Management lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,102 shares of the company’s stock after selling 580 shares during the period. iShares Core S&P 500 ETF makes up about 0.9% of Highland Private Wealth Management’s investment portfolio, making the stock its 20th largest position. Highland Private Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $2,665,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. First Financial Bank Trust Division boosted its stake in shares of iShares Core S&P 500 ETF by 24.9% during the third quarter. First Financial Bank Trust Division now owns 11,449 shares of the company’s stock valued at $3,352,000 after purchasing an additional 2,286 shares during the period. Johnson Financial Group Inc. lifted its stake in iShares Core S&P 500 ETF by 24.1% in the second quarter. Johnson Financial Group Inc. now owns 303,721 shares of the company’s stock worth $82,932,000 after acquiring an additional 58,943 shares during the period. Riverhead Capital Management LLC purchased a new stake in iShares Core S&P 500 ETF in the second quarter worth about $6,247,000. Nwam LLC lifted its stake in iShares Core S&P 500 ETF by 13.6% in the third quarter. Nwam LLC now owns 25,644 shares of the company’s stock worth $7,507,000 after acquiring an additional 3,063 shares during the period. Finally, Bartlett & Co. LLC lifted its stake in iShares Core S&P 500 ETF by 15.3% in the third quarter. Bartlett & Co. LLC now owns 10,528 shares of the company’s stock worth $3,082,000 after acquiring an additional 1,400 shares during the period.

Shares of IVV stock traded down $2.56 during mid-day trading on Friday, hitting $279.96. 5,327,382 shares of the stock traded hands, compared to its average volume of 4,330,330. iShares Core S&P 500 ETF has a 52-week low of $254.77 and a 52-week high of $296.69.

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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.

Further Reading: Diversification in Investing

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

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