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

MBE Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,355 shares of the company’s stock after purchasing an additional 801 shares during the quarter. iShares Core S&P 500 ETF makes up about 5.0% of MBE Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. 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.

Several other hedge funds have also made changes to their positions in the business. Northwestern Mutual Wealth Management Co. grew its holdings in iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after buying an additional 409,816 shares during the period. Marshall Wace LLP lifted its holdings in shares of iShares Core S&P 500 ETF by 17.9% during the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock worth $22,228,289,000 after acquiring an additional 4,928,585 shares during the period. Creative Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares during the period. Bank of America Corp DE boosted its position in shares of iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock worth $14,860,784,000 after acquiring an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $730.17 on Monday. iShares Core S&P 500 ETF has a 1 year low of $613.79 and a 1 year high of $764.00. The firm has a 50 day moving average price of $738.65 and a 200 day moving average price of $702.56. The company has a market cap of $806.29 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. 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.