S.A. Mason LLC Has $5.74 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

S.A. Mason LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the first quarter, Holdings Channel reports. The firm owned 10,215 shares of the company’s stock after buying an additional 94 shares during the period. iShares Core S&P 500 ETF accounts for 3.0% of S.A. Mason LLC’s investment portfolio, making the stock its 4th largest holding. S.A. Mason LLC’s holdings in iShares Core S&P 500 ETF were worth $5,740,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Mattern Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.5% in the first quarter. Mattern Wealth Management LLC now owns 5,588 shares of the company’s stock valued at $3,140,000 after acquiring an additional 30 shares in the last quarter. Balance Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF in the first quarter valued at about $316,000. Sage Financial Management Group Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 9.4% in the first quarter. Sage Financial Management Group Inc. now owns 69,053 shares of the company’s stock valued at $38,801,000 after acquiring an additional 5,944 shares in the last quarter. RAM Investment Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the first quarter. RAM Investment Partners LLC now owns 1,234 shares of the company’s stock valued at $694,000 after acquiring an additional 24 shares in the last quarter. Finally, Global Assets Advisory LLC raised its holdings in shares of iShares Core S&P 500 ETF by 188.6% in the first quarter. Global Assets Advisory LLC now owns 1,922 shares of the company’s stock valued at $1,028,000 after acquiring an additional 1,256 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $609.96 on Thursday. The business has a 50-day moving average price of $581.00 and a 200 day moving average price of $582.98. The company has a market capitalization of $591.69 billion, a P/E ratio of 25.10 and a beta of 1.01. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year 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.