iShares Core S&P 500 ETF $IVV Shares Sold by MBE Wealth Management LLC

MBE Wealth Management LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,762 shares of the company’s stock after selling 894 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 5.1% of MBE Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. MBE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $11,888,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Well Done LLC raised its holdings in iShares Core S&P 500 ETF by 2.5% during the 3rd quarter. Well Done LLC now owns 117,478 shares of the company’s stock worth $78,628,000 after purchasing an additional 2,859 shares during the last quarter. Procyon Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 185.1% during the 3rd quarter. Procyon Advisors LLC now owns 12,683 shares of the company’s stock worth $8,489,000 after purchasing an additional 8,235 shares in the last quarter. Avantra Family Wealth Inc. acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth approximately $1,540,000. BostonPremier Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at $1,001,000. Finally, Silverlake Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 5.5% during the 3rd quarter. Silverlake Wealth Management LLC now owns 981 shares of the company’s stock valued at $657,000 after purchasing an additional 51 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

IVV opened at $695.32 on Friday. The company has a market capitalization of $762.80 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $699.17. The firm’s fifty day moving average price is $684.45 and its two-hundred day moving average price is $663.72.

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. 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.