Madison Wealth Partners Inc Has $17.93 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Madison Wealth Partners Inc boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,460 shares of the company’s stock after purchasing an additional 772 shares during the period. iShares Core S&P 500 ETF comprises about 5.0% of Madison Wealth Partners Inc’s portfolio, making the stock its 5th largest holding. Madison Wealth Partners Inc’s holdings in iShares Core S&P 500 ETF were worth $17,931,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Arvest Bank Trust Division acquired a new stake in iShares Core S&P 500 ETF in the third quarter valued at $102,003,000. United Bank lifted its stake in shares of iShares Core S&P 500 ETF by 22.2% during the 3rd quarter. United Bank now owns 1,079 shares of the company’s stock worth $622,000 after buying an additional 196 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 55.3% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 367,927 shares of the company’s stock worth $212,228,000 after buying an additional 131,003 shares during the last quarter. Paulson Wealth Management Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 1.6% during the 3rd quarter. Paulson Wealth Management Inc. now owns 4,986 shares of the company’s stock worth $2,876,000 after buying an additional 80 shares during the last quarter. Finally, Empower Advisory Group LLC lifted its stake in shares of iShares Core S&P 500 ETF by 10.1% during the 3rd quarter. Empower Advisory Group LLC now owns 24,456 shares of the company’s stock worth $14,107,000 after buying an additional 2,237 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $561.48 on Thursday. The firm has a 50-day moving average of $597.35 and a 200-day moving average of $588.90. The stock has a market cap of $558.48 billion, a PE ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.