Middleton & Co. Inc. MA Has $31.48 Million Stake in iShares Core S&P 500 ETF $IVV

Middleton & Co. Inc. MA decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,040 shares of the company’s stock after selling 3,173 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 3.4% 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 $31,484,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Nvwm LLC grew its stake in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares in the last quarter. Hager Investment Management Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $61,000. Rice Partnership LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd 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 purchased a new position in iShares Core S&P 500 ETF in the second quarter worth $80,000. Finally, Missouri Trust & Investment Co increased its stake in iShares Core S&P 500 ETF by 33.0% in the second quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock valued at $83,000 after acquiring an additional 33 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 2.0%

NYSEARCA IVV opened at $680.60 on Wednesday. The stock’s 50-day simple moving average is $684.94 and its two-hundred day simple moving average is $665.66. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The company has a market capitalization of $750.26 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.