Castle Wealth Management LLC Has $2.82 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Castle Wealth Management LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 4,788 shares of the company’s stock after selling 321 shares during the quarter. iShares Core S&P 500 ETF comprises 1.1% of Castle Wealth Management LLC’s holdings, making the stock its 29th biggest position. Castle Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,818,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of IVV. Creative Planning boosted its position in iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock worth $12,325,761,000 after acquiring an additional 257,499 shares during the last quarter. JPMorgan Chase & Co. boosted its position in iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after acquiring an additional 2,187,803 shares during the last quarter. International Assets Investment Management LLC boosted its position in iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after acquiring an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC boosted its position in iShares Core S&P 500 ETF by 1.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after acquiring an additional 89,032 shares during the last quarter.

iShares Core S&P 500 ETF Stock Up 1.1 %

NYSEARCA:IVV opened at $612.67 on Friday. iShares Core S&P 500 ETF has a twelve month low of $495.94 and a twelve month high of $613.79. The business has a 50 day moving average price of $600.63 and a two-hundred day moving average price of $582.36. The company has a market cap of $528.67 billion, a P/E ratio of 25.23 and a beta of 0.99.

About iShares Core S&P 500 ETF

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.