Mascoma Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 118,495 shares of the company’s stock after acquiring an additional 1,871 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 16.0% of Mascoma Wealth Management LLC’s holdings, making the stock its biggest holding. Mascoma Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $77,402,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently bought and sold shares of the company. Anchor Investment Management LLC raised its position in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares during the period. Wealth Effects LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares during the last quarter. West Wealth Group LLC boosted its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after purchasing an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management boosted its position in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after purchasing an additional 15 shares during the period. Finally, Gratus Wealth Advisors LLC grew its stake in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after buying an additional 15 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Up 0.4%
NYSEARCA IVV traded up $3.06 during trading hours on Friday, hitting $758.11. The company had a trading volume of 4,650,916 shares, compared to its average volume of 8,617,790. iShares Core S&P 500 ETF has a fifty-two week low of $621.05 and a fifty-two week high of $764.00. The business has a fifty day simple moving average of $746.21 and a 200-day simple moving average of $707.12. The firm has a market cap of $896.16 billion, a P/E ratio of 25.10 and a beta of 1.00.
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs
- Power Struggle: Wolfspeed Sues Navitas Over AI Chips
- Why WD-40 Is Proving Great Businesses Never Go Out of Style
- Pushing the Edge: Super Micro Computer Reboots the AI Landscape
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
