Goldenstone Wealth Management LLC Acquires Shares of 1,964 iShares Core S&P 500 ETF $IVV

Goldenstone Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 1,964 shares of the company’s stock, valued at approximately $1,345,000. iShares Core S&P 500 ETF comprises approximately 1.0% of Goldenstone Wealth Management LLC’s portfolio, making the stock its 24th largest position.

Several other large investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. boosted its position in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after acquiring an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after purchasing an additional 201,983 shares during the last quarter. Marshall Wace LLP lifted its holdings in shares of iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after purchasing an additional 6,101,936 shares during the last quarter. Creative Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after purchasing an additional 601,254 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $744.79 on Thursday. The firm has a 50 day moving average price of $694.70 and a 200-day moving average price of $689.42. iShares Core S&P 500 ETF has a 52-week low of $578.31 and a 52-week high of $753.02. The firm has a market capitalization of $822.43 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.