iShares Core S&P 500 ETF $IVV Stock Position Raised by Winthrop Advisory Group LLC

Winthrop Advisory Group LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 199,800 shares of the ETF’s stock after purchasing an additional 1,995 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 9.5% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 2nd largest position. Winthrop Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $153,017,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in IVV. Manchester Capital Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 9.3% in the third quarter. Manchester Capital Management LLC now owns 3,939 shares of the ETF’s stock valued at $3,017,000 after purchasing an additional 336 shares during the period. Barrett & Company Inc. increased its position in iShares Core S&P 500 ETF by 5.4% during the third quarter. Barrett & Company Inc. now owns 13,611 shares of the ETF’s stock worth $10,424,000 after purchasing an additional 692 shares during the last quarter. Farmers & Merchants Investments Inc. raised its stake in iShares Core S&P 500 ETF by 0.5% during the third quarter. Farmers & Merchants Investments Inc. now owns 392,437 shares of the ETF’s stock worth $300,548,000 after purchasing an additional 1,848 shares during the period. Prudent Investor Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $398,000. Finally, Atala Financial Inc raised its stake in iShares Core S&P 500 ETF by 5.6% during the third quarter. Atala Financial Inc now owns 283 shares of the ETF’s stock worth $217,000 after purchasing an additional 15 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $768.69 on Tuesday. The firm has a market capitalization of $881.38 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $771.20 and its two-hundred day moving average is $729.94. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.