National Wealth Management Group LLC Has $8.85 Million Stake in iShares Core S&P 500 ETF $IVV

National Wealth Management Group LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,259 shares of the company’s stock after buying an additional 1,013 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 5.0% of National Wealth Management Group LLC’s portfolio, making the stock its 3rd largest holding. National Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $8,854,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of IVV. CacheTech Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 7.7% during the second quarter. CacheTech Inc. now owns 48,878 shares of the company’s stock valued at $30,349,000 after acquiring an additional 3,476 shares in the last quarter. Adams Wealth Management increased its position in iShares Core S&P 500 ETF by 6.0% during the 2nd quarter. Adams Wealth Management now owns 48,120 shares of the company’s stock valued at $29,878,000 after purchasing an additional 2,718 shares during the period. Caldwell Trust Co purchased a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at $16,501,000. Valeo Financial Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 8.3% in the 2nd quarter. Valeo Financial Advisors LLC now owns 223,578 shares of the company’s stock worth $138,819,000 after purchasing an additional 17,181 shares in the last quarter. Finally, Milestones Private Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth about $930,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.1%

Shares of IVV opened at $685.17 on Monday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.07. The firm’s 50-day moving average price is $677.95 and its 200-day moving average price is $649.83. The firm has a market capitalization of $719.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.