iShares Core S&P 500 ETF $IVV Shares Acquired by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 49,841 shares of the ETF’s stock after buying an additional 1,539 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 4.0% of Middleton & Co. Inc. MA’s portfolio, making the stock its 5th biggest position. Middleton & Co. Inc. MA’s holdings in iShares Core S&P 500 ETF were worth $38,171,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Olistico Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $25,000. Sawyer & Company Inc bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth about $28,000. Punch & Associates Investment Management Inc. grew its position in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Virginia Estate & Retirement Planning Advisors Inc. bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth about $32,000. Finally, Allied Private Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at about $33,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $768.69 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03. The firm has a 50-day moving average price of $771.20 and a two-hundred day moving average price of $729.94. The firm has a market cap of $881.38 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.