Mogy Joel R Investment Counsel Inc. Has $3.08 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Mogy Joel R Investment Counsel Inc. boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,229 shares of the company’s stock after purchasing an additional 20 shares during the period. Mogy Joel R Investment Counsel Inc.’s holdings in iShares Core S&P 500 ETF were worth $3,078,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in IVV. Exchange Bank increased its position in shares of iShares Core S&P 500 ETF by 66.6% during the 4th quarter. Exchange Bank now owns 833 shares of the company’s stock worth $490,000 after purchasing an additional 333 shares in the last quarter. Atomi Financial Group Inc. increased its holdings in iShares Core S&P 500 ETF by 18.2% during the 4th quarter. Atomi Financial Group Inc. now owns 96,753 shares of the company’s stock valued at $56,957,000 after purchasing an additional 14,904 shares in the last quarter. Great Waters Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the fourth quarter. Great Waters Wealth Management now owns 1,357 shares of the company’s stock worth $799,000 after purchasing an additional 31 shares during the last quarter. Transform Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.3% in the fourth quarter. Transform Wealth LLC now owns 14,192 shares of the company’s stock valued at $8,355,000 after buying an additional 316 shares during the last quarter. Finally, Camelot Technology Advisors Inc. increased its position in iShares Core S&P 500 ETF by 2.8% in the 4th quarter. Camelot Technology Advisors Inc. now owns 57,612 shares of the company’s stock valued at $33,915,000 after acquiring an additional 1,593 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV opened at $609.30 on Thursday. The company’s 50 day simple moving average is $598.38 and its 200-day simple moving average is $576.90. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $612.09. The stock has a market capitalization of $525.76 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.