Mittelman Wealth Management Reduces Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Mittelman Wealth Management lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,236 shares of the company’s stock after selling 79 shares during the quarter. Mittelman Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $676,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Russell Investments Group Ltd. raised its holdings in iShares Core S&P 500 ETF by 26.5% in the 4th quarter. Russell Investments Group Ltd. now owns 215 shares of the company’s stock worth $103,000 after purchasing an additional 45 shares during the period. Vantage Financial Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 45.3% during the 4th quarter. Vantage Financial Partners LLC now owns 37,601 shares of the company’s stock valued at $17,959,000 after buying an additional 11,715 shares in the last quarter. Accretive Wealth Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.4% during the 4th quarter. Accretive Wealth Partners LLC now owns 1,524 shares of the company’s stock valued at $728,000 after buying an additional 64 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 32.5% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 1,483 shares of the company’s stock valued at $708,000 after acquiring an additional 364 shares during the period. Finally, Prairieview Wealth Partners LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $18,597,000.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $564.49 on Thursday. The company has a market capitalization of $487.10 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $571.84. The firm’s 50 day simple moving average is $553.18 and its two-hundred day simple moving average is $536.34.

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.