Middleton & Co. Inc. MA Has $31.48 Million Stock Position in iShares Core S&P 500 ETF $IVV

Middleton & Co. Inc. MA lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 47,040 shares of the company’s stock after selling 3,173 shares during the period. iShares Core S&P 500 ETF comprises about 3.4% of Middleton & Co. Inc. MA’s investment portfolio, making the stock its 5th biggest position. Middleton & Co. Inc. MA’s holdings in iShares Core S&P 500 ETF were worth $31,484,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in IVV. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after buying an additional 4,378,977 shares during the period. Nisa Investment Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 56.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after acquiring an additional 4,301,015 shares during the period. Laurel Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 63,164.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after acquiring an additional 2,743,878 shares during the last quarter. Soundwatch Capital LLC increased its stake in iShares Core S&P 500 ETF by 474.9% in the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after purchasing an additional 1,245,649 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake in iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock worth $20,172,093,000 after purchasing an additional 1,190,963 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $680.60 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17. The firm has a market cap of $750.26 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average price of $684.94 and a 200-day moving average price of $665.66.

iShares Core S&P 500 ETF Company Profile

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.