Winthrop Partners WNY LLC Takes $4.99 Million Position in iShares Core S&P 500 ETF $IVV

Winthrop Partners WNY LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,290 shares of the company’s stock, valued at approximately $4,993,000. iShares Core S&P 500 ETF makes up approximately 2.7% of Winthrop Partners WNY LLC’s investment portfolio, making the stock its 13th biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IVV. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $26,000. Decker Retirement Planning Inc. bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $29,000. GS Investments Inc. boosted its position in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at about $39,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $750.11 on Monday. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The firm has a market capitalization of $828.31 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $734.01 and a 200 day moving average price of $700.78.

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.