iShares Core S&P 500 ETF $IVV Stock: Winthrop Advisory Group LLC Boosts Position

Winthrop Advisory Group LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 199,800 shares of the ETF’s stock after purchasing an additional 1,995 shares during the period. iShares Core S&P 500 ETF makes up 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 as of its most recent SEC filing.

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

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $768.69 on Tuesday. The firm’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 12 month low of $632.14 and a 12 month high of $785.03. The stock has a market capitalization of $881.38 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.