Mowery & Schoenfeld Wealth Management LLC Cuts Stock Position in iShares Core S&P 500 ETF $IVV

Mowery & Schoenfeld Wealth Management LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 922 shares of the company’s stock after selling 372 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.9% of Mowery & Schoenfeld Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Mowery & Schoenfeld Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $572,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. J.Safra Asset Management Corp purchased a new position in iShares Core S&P 500 ETF in the second quarter valued at about $1,094,000. Sagespring Wealth Partners LLC grew its stake in iShares Core S&P 500 ETF by 8.7% in the second quarter. Sagespring Wealth Partners LLC now owns 360,425 shares of the company’s stock valued at $223,788,000 after purchasing an additional 28,702 shares during the last quarter. TD Asset Management Inc grew its stake in iShares Core S&P 500 ETF by 6.2% in the second quarter. TD Asset Management Inc now owns 4,513 shares of the company’s stock valued at $2,802,000 after purchasing an additional 262 shares during the last quarter. IFC Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.2% in the second quarter. IFC Advisors LLC now owns 16,214 shares of the company’s stock valued at $10,067,000 after purchasing an additional 354 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB grew its stake in iShares Core S&P 500 ETF by 28.8% in the second quarter. Wilmington Savings Fund Society FSB now owns 137,817 shares of the company’s stock valued at $85,571,000 after purchasing an additional 30,780 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $667.69 on Friday. The company has a market cap of $697.67 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50-day simple moving average of $657.92 and a two-hundred day simple moving average of $613.70. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $677.20.

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.