Mascoma Wealth Management LLC Has $29.74 Million Stake in iShares S&P 500 ETF (NYSEARCA:IVV)

Mascoma Wealth Management LLC increased its holdings in iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 8.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 78,426 shares of the company’s stock after buying an additional 6,198 shares during the period. iShares S&P 500 ETF accounts for 10.2% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its biggest position. Mascoma Wealth Management LLC’s holdings in iShares S&P 500 ETF were worth $29,735,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Tacita Capital Inc bought a new position in iShares S&P 500 ETF in the 1st quarter worth approximately $34,000. Toth Financial Advisory Corp boosted its holdings in iShares S&P 500 ETF by 189.3% in the 1st quarter. Toth Financial Advisory Corp now owns 81 shares of the company’s stock worth $37,000 after buying an additional 53 shares during the period. Clean Yield Group boosted its holdings in iShares S&P 500 ETF by 625.0% in the 1st quarter. Clean Yield Group now owns 87 shares of the company’s stock worth $39,000 after buying an additional 75 shares during the period. Joseph P. Lucia & Associates LLC bought a new position in iShares S&P 500 ETF in the 1st quarter worth approximately $48,000. Finally, Citizens National Bank Trust Department bought a new position in iShares S&P 500 ETF in the 4th quarter worth approximately $57,000.

iShares S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $377.69 on Friday. The firm has a fifty day moving average price of $405.78 and a two-hundred day moving average price of $411.63. iShares S&P 500 ETF has a one year low of $364.03 and a one year high of $482.07.

iShares S&P 500 ETF Company Profile

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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.

Further Reading

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Institutional Ownership by Quarter for iShares S&P 500 ETF (NYSEARCA:IVV)

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