iShares Core S&P 500 ETF $IVV Shares Bought by Jackson Wealth Management LLC

Jackson Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,369 shares of the company’s stock after buying an additional 2,629 shares during the quarter. iShares Core S&P 500 ETF comprises 2.4% of Jackson Wealth Management LLC’s portfolio, making the stock its 10th biggest holding. Jackson Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $24,226,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in IVV. Falcon Wealth Planning raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after acquiring an additional 15 shares during the last quarter. Atwood & Palmer Inc. raised its position in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after purchasing an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. lifted its holdings in iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares in the last quarter. Balanced Wealth Group LLC lifted its holdings in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares in the last quarter. Finally, Nicollet Investment Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $658.96 on Monday. The company has a market cap of $726.73 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The business has a fifty day moving average of $678.58 and a 200-day moving average of $679.75.

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. 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.