Ishares S&P 500 (IVV) Shares Bought by Montag A & Associates Inc.

Montag A & Associates Inc. increased its position in Ishares S&P 500 (NYSEARCA:IVV) by 3.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 212,344 shares of the company’s stock after buying an additional 7,015 shares during the period. Ishares S&P 500 comprises 5.8% of Montag A & Associates Inc.’s portfolio, making the stock its 2nd largest holding. Montag A & Associates Inc.’s holdings in Ishares S&P 500 were worth $56,350,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of IVV. Prime Capital Investment Advisors LLC purchased a new stake in Ishares S&P 500 in the fourth quarter valued at approximately $170,000. SeaCrest Wealth Management LLC purchased a new stake in Ishares S&P 500 during the fourth quarter worth approximately $180,000. Perritt Capital Management Inc. purchased a new stake in Ishares S&P 500 during the fourth quarter worth approximately $200,000. Hemenway Trust Co LLC purchased a new stake in Ishares S&P 500 during the fourth quarter worth approximately $201,000. Finally, WealthTrust Fairport LLC purchased a new stake in Ishares S&P 500 during the fourth quarter worth approximately $201,000.

IVV opened at $273.88 on Friday. Ishares S&P 500 has a 52-week low of $272.52 and a 52-week high of $273.81.

About Ishares S&P 500

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.

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

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