iShares S&P 500 ETF (NYSEARCA:IVV) is Wharton Business Group LLC’s 7th Largest Position

Wharton Business Group LLC lessened its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 0.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 166,279 shares of the company’s stock after selling 50 shares during the period. iShares S&P 500 ETF comprises about 4.5% of Wharton Business Group LLC’s holdings, making the stock its 7th biggest position. Wharton Business Group LLC’s holdings in iShares S&P 500 ETF were worth $75,439,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Capital City Trust Co. FL increased its holdings in iShares S&P 500 ETF by 6.4% during the first quarter. Capital City Trust Co. FL now owns 1,527 shares of the company’s stock worth $693,000 after buying an additional 92 shares during the last quarter. Grant GrossMendelsohn LLC purchased a new position in shares of iShares S&P 500 ETF in the first quarter worth about $277,000. Truadvice LLC increased its stake in shares of iShares S&P 500 ETF by 13.4% in the first quarter. Truadvice LLC now owns 15,706 shares of the company’s stock worth $6,537,000 after purchasing an additional 1,850 shares in the last quarter. Larson Financial Group LLC increased its stake in shares of iShares S&P 500 ETF by 3.9% in the first quarter. Larson Financial Group LLC now owns 4,127 shares of the company’s stock worth $1,872,000 after purchasing an additional 155 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC increased its stake in shares of iShares S&P 500 ETF by 14.8% in the first quarter. Bay Harbor Wealth Management LLC now owns 49,622 shares of the company’s stock worth $22,513,000 after purchasing an additional 6,393 shares in the last quarter.

iShares S&P 500 ETF Trading Down 4.4 %

IVV opened at $395.14 on Wednesday. The firm has a 50-day moving average price of $405.40 and a 200-day moving average price of $413.72. iShares S&P 500 ETF has a twelve month low of $364.03 and a twelve month high of $482.07.

About iShares S&P 500 ETF

(Get Rating)

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.

See Also

Institutional Ownership by Quarter for iShares S&P 500 ETF (NYSEARCA:IVV)

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