MW Advisory LLC Makes New $8.57 Million Investment in iShares Core S&P 500 ETF $IVV

MW Advisory LLC bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,450 shares of the ETF’s stock, valued at approximately $8,575,000. iShares Core S&P 500 ETF makes up about 3.4% of MW Advisory LLC’s investment portfolio, making the stock its 5th largest holding.

A number of other institutional investors also recently bought and sold shares of IVV. Tenet Wealth Partners LLC bought a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter worth approximately $34,505,000. Old Mission Investment Co LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $4,442,000. Montgomery Financial Services LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $32,000. OceanIQ Capital LLC purchased a new stake in iShares Core S&P 500 ETF in the second quarter worth $6,516,000. Finally, Highland Investment Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the second quarter worth $5,914,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.4%

IVV opened at $773.92 on Friday. The stock has a fifty day simple moving average of $760.69 and a two-hundred day simple moving average of $726.99. The company has a market cap of $898.95 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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