iShares Core S&P 500 ETF $IVV is Mann Financial Group Inc.’s Largest Position

Mann Financial Group Inc. grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 61,362 shares of the ETF’s stock after buying an additional 1,384 shares during the quarter. iShares Core S&P 500 ETF makes up about 38.5% of Mann Financial Group Inc.’s investment portfolio, making the stock its largest holding. Mann Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $45,953,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in IVV. Atria Investments Inc raised its stake in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after buying an additional 30,777 shares in the last quarter. FDx Advisors Inc. boosted its position in shares of iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after acquiring an additional 4,051 shares in the last quarter. Cornerstone Planning Group LLC increased its stake in iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after acquiring an additional 6,417 shares during the period. Wealthquest Corp bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at about $2,058,000. Finally, Bison Wealth LLC raised its position in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.4%

Shares of IVV opened at $773.92 on Friday. The company has a 50-day moving average price of $760.69 and a two-hundred day moving average price of $726.99. The stock has a market cap of $898.95 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09.

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. 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.