Jackson Wealth Management LLC Has $1.30 Million Position in iShares Core S&P 500 ETF $IVV

Jackson Wealth Management LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 95.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,736 shares of the ETF’s stock after selling 33,731 shares during the quarter. iShares Core S&P 500 ETF accounts for about 0.8% of Jackson Wealth Management LLC’s portfolio, making the stock its 24th largest position. Jackson Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,300,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after acquiring an additional 421,146 shares during the last quarter. Marshall Wace LLP increased its holdings in iShares Core S&P 500 ETF by 17.9% in the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares in the last quarter. Creative Planning raised its position in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares in the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $770.74 on Tuesday. The business has a 50 day moving average of $757.80 and a 200-day moving average of $724.92. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $783.09. The company has a market capitalization of $895.25 billion, a P/E 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.