iShares Core S&P 500 ETF $IVV Shares Acquired by MBE Wealth Management LLC

MBE Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,355 shares of the company’s stock after acquiring an additional 801 shares during the period. iShares Core S&P 500 ETF comprises 5.0% of MBE Wealth Management LLC’s portfolio, making the stock its 4th largest holding. MBE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $11,990,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the stock. Keenan LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $29,000. GS Investments Inc. increased its position in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after purchasing an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $39,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $730.17 on Monday. iShares Core S&P 500 ETF has a 12-month low of $613.79 and a 12-month high of $764.00. The firm has a market cap of $806.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $738.65 and its two-hundred day moving average is $702.56.

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.