MBE Wealth Management LLC decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,647 shares of the company’s stock after selling 457 shares during the period. iShares Core S&P 500 ETF makes up about 4.9% of MBE Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. MBE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,622,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Proathlete Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 7.3% during the 4th quarter. Proathlete Wealth Management LLC now owns 114,668 shares of the company’s stock worth $67,506,000 after acquiring an additional 7,764 shares during the last quarter. KFA Private Wealth Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 16.1% in 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 in the last quarter. VCI Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 6.5% during the fourth quarter. VCI Wealth Management LLC now owns 1,286 shares of the company’s stock worth $757,000 after purchasing an additional 78 shares during the last quarter. Curbstone Financial Management Corp boosted its holdings in iShares Core S&P 500 ETF by 1.9% during the fourth quarter. Curbstone Financial Management Corp now owns 5,362 shares of the company’s stock worth $3,157,000 after purchasing an additional 100 shares during the last quarter. Finally, W Advisors LLC grew its position in iShares Core S&P 500 ETF by 5.4% in the fourth quarter. W Advisors LLC now owns 12,964 shares of the company’s stock valued at $7,632,000 after purchasing an additional 670 shares in the last quarter.
iShares Core S&P 500 ETF Price Performance
Shares of NYSEARCA:IVV opened at $607.94 on Friday. The company’s 50-day moving average price is $600.08 and its two-hundred day moving average price is $578.77. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79. The stock has a market capitalization of $524.59 billion, a PE ratio of 25.23 and a beta of 0.99.
iShares Core S&P 500 ETF Company Profile
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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