National Wealth Management Group LLC Acquires 3,026 Shares of iShares Core S&P 500 ETF $IVV

National Wealth Management Group LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,285 shares of the company’s stock after acquiring an additional 3,026 shares during the period. iShares Core S&P 500 ETF comprises approximately 4.4% of National Wealth Management Group LLC’s portfolio, making the stock its 3rd largest position. National Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $11,569,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Nvwm LLC boosted its stake in shares of iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares during the period. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P 500 ETF in the second quarter valued at approximately $61,000. Rice Partnership LLC lifted its stake in iShares Core S&P 500 ETF by 460.0% in the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after acquiring an additional 92 shares during the last quarter. Creative Capital Management Investments LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $80,000. Finally, Conquis Financial LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $82,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 0.0%

Shares of IVV opened at $692.24 on Monday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The firm’s fifty day simple moving average is $685.65 and its 200-day simple moving average is $667.06. The firm has a market capitalization of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.