54,049 Shares of iShares S&P 500 BuyWrite ETF $IVVW Bought by Retirement Planning Group LLC

Retirement Planning Group LLC bought a new position in shares of iShares S&P 500 BuyWrite ETF (BATS:IVVW) in the third quarter, according to the company in its most recent filing with the SEC. The fund bought 54,049 shares of the company’s stock, valued at approximately $2,454,000. Retirement Planning Group LLC owned 1.38% of iShares S&P 500 BuyWrite ETF as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the company. Bullseye Investment Management LLC purchased a new position in iShares S&P 500 BuyWrite ETF in the second quarter valued at approximately $119,000. Assetmark Inc. grew its stake in iShares S&P 500 BuyWrite ETF by 3.1% during the first quarter. Assetmark Inc. now owns 92,341 shares of the company’s stock worth $4,032,000 after buying an additional 2,761 shares during the period. Envestnet Asset Management Inc. grew its stake in iShares S&P 500 BuyWrite ETF by 44.2% during the second quarter. Envestnet Asset Management Inc. now owns 57,493 shares of the company’s stock worth $2,564,000 after buying an additional 17,629 shares during the period. Finally, Cetera Investment Advisers grew its stake in iShares S&P 500 BuyWrite ETF by 35.1% during the first quarter. Cetera Investment Advisers now owns 116,679 shares of the company’s stock worth $5,094,000 after buying an additional 30,330 shares during the period.

iShares S&P 500 BuyWrite ETF Stock Up 0.2%

iShares S&P 500 BuyWrite ETF stock opened at $44.95 on Wednesday. The firm has a fifty day moving average of $45.25 and a 200-day moving average of $44.67. iShares S&P 500 BuyWrite ETF has a 52-week low of $42.50 and a 52-week high of $47.25. The firm has a market capitalization of $176.20 million, a P/E ratio of 25.38 and a beta of 0.60.

iShares S&P 500 BuyWrite ETF Profile

The iShares S&P 500 BuyWrite ETF (IVVW) is an exchange-traded fund that mostly invests in large cap equity. The fund is passively managed, aiming to participate in the price movement of US large-cap stocks, up to a certain cap, while also providing enhanced monthly income through a covered call option writing strategy. The fund-of-fund holds shares of the iShares Core S&P 500 ETF (IVV) while simultaneously writing one-month call options. IVVW was launched on Mar 14, 2024 and is issued by BlackRock.