iShares Core S&P 500 ETF (NYSEARCA:IVV) is Defined Wealth Management LLC’s 6th Largest Position

Defined Wealth Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 9,035 shares of the company’s stock after selling 21 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.4% of Defined Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding. Defined Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,944,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Commerce Bank raised its position in shares of iShares Core S&P 500 ETF by 1.0% in the 4th quarter. Commerce Bank now owns 229,156 shares of the company’s stock worth $109,452,000 after acquiring an additional 2,285 shares in the last quarter. SageView Advisory Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 22.2% in the fourth quarter. SageView Advisory Group LLC now owns 39,174 shares of the company’s stock worth $19,325,000 after acquiring an additional 7,123 shares during the last quarter. BNP Paribas bought a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at $1,077,000. MONECO Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 1.7% in the 4th quarter. MONECO Advisors LLC now owns 3,320 shares of the company’s stock worth $1,586,000 after purchasing an additional 54 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 3.6% in the 4th quarter. Mid American Wealth Advisory Group Inc. now owns 1,105 shares of the company’s stock worth $528,000 after purchasing an additional 38 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV opened at $552.52 on Friday. The stock has a 50-day moving average price of $552.58 and a 200-day moving average price of $532.95. The firm has a market cap of $476.77 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $411.02 and a 1 year high of $568.24.

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.