MBE Wealth Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,647 shares of the company’s stock after selling 457 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 4.9% of MBE Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. MBE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,622,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Proathlete Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 7.3% in the 4th quarter. Proathlete Wealth Management LLC now owns 114,668 shares of the company’s stock valued at $67,506,000 after acquiring an additional 7,764 shares during the period. KFA Private Wealth Group LLC boosted its position in iShares Core S&P 500 ETF by 16.1% during the fourth quarter. KFA Private Wealth Group LLC now owns 77,388 shares of the company’s stock worth $45,557,000 after purchasing an additional 10,727 shares during the period. VCI Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 6.5% in the fourth quarter. VCI Wealth Management LLC now owns 1,286 shares of the company’s stock valued at $757,000 after purchasing an additional 78 shares during the last quarter. Curbstone Financial Management Corp raised its position in shares of iShares Core S&P 500 ETF by 1.9% in the fourth quarter. Curbstone Financial Management Corp now owns 5,362 shares of the company’s stock valued at $3,157,000 after purchasing an additional 100 shares during the period. Finally, W Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 5.4% during the 4th quarter. W Advisors LLC now owns 12,964 shares of the company’s stock worth $7,632,000 after buying an additional 670 shares during the last quarter.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $607.94 on Friday. The firm has a market cap of $524.59 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $485.19 and a 52 week high of $613.79. The firm’s 50-day simple moving average is $600.08 and its 200 day simple moving average is $578.77.
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.
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