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Perceptive Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Perceptive Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1
Closed – – 147
2017
Q1 		$0 Hold
1
– – ﹤0.01% 184
2016
Q4 		$0 Buy
+1
New +$220 ﹤0.01% 203

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Perceptive Advisors's IVV Position: Q2 2017 in Review

Perceptive Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2017, closing a stake of 1 share.

Perceptive Advisors first reported a position in IVV in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 1,141 funds tracked by Wall St. Rank hold IVV as of Q2 2017.

  • Perceptive Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2017 after selling out during the quarter.
  • Perceptive Advisors sold 1 iShares Core S&P 500 ETF share in Q2 2017.
  • Perceptive Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 2 quarters.
  • Perceptive Advisors's iShares Core S&P 500 ETF position peaked at $0 in Q1 2017.
  • 1,141 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2017.

Based on Perceptive Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.