Mascoma Wealth Management LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,979 shares of the ETF’s stock after selling 947 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 16.7% of Mascoma Wealth Management LLC’s holdings, making the stock its biggest holding. Mascoma Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $92,652,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently bought and sold shares of IVV. Citrine Capital LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.8% during the third quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock valued at $363,000 after purchasing an additional 13 shares during the last quarter. Punch & Associates Investment Management Inc. raised its position in shares of iShares Core S&P 500 ETF by 50.0% during 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 during the period. Hidden Cove Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after purchasing an additional 14 shares during the last quarter. IFC & Insurance Marketing Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock worth $284,000 after purchasing an additional 14 shares during the last quarter. Finally, Sharp Wealth Advisory LLC boosted its position in iShares Core S&P 500 ETF by 1.3% during the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after purchasing an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
NYSEARCA:IVV opened at $768.69 on Tuesday. The firm has a market capitalization of $881.38 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $771.20 and a 200 day simple moving average of $729.94. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $785.03.
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.
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