Madison Wealth Partners Inc Has $20.86 Million Stock Position in iShares Core S&P 500 ETF $IVV

Madison Wealth Partners Inc boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 33,592 shares of the company’s stock after purchasing an additional 1,922 shares during the period. iShares Core S&P 500 ETF comprises 4.6% of Madison Wealth Partners Inc’s investment portfolio, making the stock its 7th biggest position. Madison Wealth Partners Inc’s holdings in iShares Core S&P 500 ETF were worth $20,857,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Flaharty Asset Management LLC bought a new stake in iShares Core S&P 500 ETF in the 1st quarter worth about $28,000. Lord & Richards Wealth Management LLC bought a new stake in iShares Core S&P 500 ETF in the 1st quarter worth about $31,000. Cheviot Value Management LLC bought a new stake in iShares Core S&P 500 ETF in the 1st quarter worth about $52,000. Hager Investment Management Services LLC bought a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth about $61,000. Finally, Rice Partnership LLC grew its position in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 1.0%

iShares Core S&P 500 ETF stock opened at $674.59 on Tuesday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $677.20. The firm has a 50 day moving average price of $658.64 and a 200-day moving average price of $615.71. The company has a market capitalization of $704.91 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.