Middleton & Co. Inc. MA Acquires 1,539 Shares of iShares Core S&P 500 ETF $IVV

Middleton & Co. Inc. MA boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,841 shares of the ETF’s stock after buying an additional 1,539 shares during the period. iShares Core S&P 500 ETF makes up about 4.0% of Middleton & Co. Inc. MA’s portfolio, making the stock its 5th largest position. Middleton & Co. Inc. MA’s holdings in iShares Core S&P 500 ETF were worth $38,171,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in IVV. Citrine Capital LLC increased its position in shares of iShares Core S&P 500 ETF by 2.8% during the third quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock worth $363,000 after acquiring an additional 13 shares in the last quarter. Punch & Associates Investment Management Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after acquiring an additional 14 shares during the last quarter. IFC & Insurance Marketing Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock worth $284,000 after acquiring an additional 14 shares during the last quarter. Finally, Sharp Wealth Advisory LLC lifted its position in iShares Core S&P 500 ETF by 1.3% in the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $768.69 on Tuesday. The stock has a market cap of $881.38 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The firm’s 50-day simple moving average is $771.20 and its 200 day simple moving average is $729.94.

About iShares Core S&P 500 ETF

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.