iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Monument Group Wealth Advisors LLC

Monument Group Wealth Advisors LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 972 shares of the company’s stock after acquiring an additional 67 shares during the quarter. iShares Core S&P 500 ETF comprises about 0.3% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest holding. Monument Group Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $561,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IVV. 1620 Investment Advisors Inc. bought a new position in iShares Core S&P 500 ETF in the 2nd quarter worth about $36,000. Thompson Investment Management Inc. bought a new position in iShares Core S&P 500 ETF in the 1st quarter worth approximately $37,000. Covestor Ltd raised its stake in iShares Core S&P 500 ETF by 321.1% during the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after acquiring an additional 61 shares in the last quarter. Christopher J. Hasenberg Inc raised its stake in iShares Core S&P 500 ETF by 65.6% during the 3rd quarter. Christopher J. Hasenberg Inc now owns 101 shares of the company’s stock valued at $58,000 after acquiring an additional 40 shares in the last quarter. Finally, Proffitt & Goodson Inc. boosted its position in iShares Core S&P 500 ETF by 21.2% during the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $587.46 on Friday. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $588.93. The stock’s fifty day moving average is $566.53 and its 200-day moving average is $545.24. The firm has a market capitalization of $506.92 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.