Winthrop Advisory Group LLC Has $124.40 Million Holdings in iShares Core S&P 500 ETF $IVV

Winthrop Advisory Group LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 181,625 shares of the company’s stock after purchasing an additional 1,541 shares during the period. iShares Core S&P 500 ETF comprises about 10.5% of Winthrop Advisory Group LLC’s holdings, making the stock its 2nd largest holding. Winthrop Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $124,403,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $39,000. Dorato Capital Management bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $55,000. Maryland Capital Advisors Inc. lifted its stake in iShares Core S&P 500 ETF by 681.8% in the 4th quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after purchasing an additional 75 shares during the last quarter. Winnow Wealth LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $61,000. Finally, Texas Capital Bancshares Inc TX bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $68,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $678.99 on Thursday. iShares Core S&P 500 ETF has a 52-week low of $495.34 and a 52-week high of $700.97. The firm has a 50 day moving average price of $676.78 and a two-hundred day moving average price of $679.70. The stock has a market cap of $748.42 billion, a P/E ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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.