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

Castle Wealth Management LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,788 shares of the company’s stock after selling 321 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.1% of Castle Wealth Management LLC’s investment portfolio, making the stock its 29th largest 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 large investors also recently made changes to their positions in the stock. Creative Planning boosted its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after buying an additional 257,499 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 11.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after buying an additional 2,187,803 shares during the last quarter. International Assets Investment Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 67,668.9% in the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after buying an additional 10,232,214 shares during the last quarter. Nisa Investment Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC raised its stake in iShares Core S&P 500 ETF by 1.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock valued at $3,610,681,000 after acquiring an additional 89,032 shares during the period.

iShares Core S&P 500 ETF Trading Up 1.1 %

IVV opened at $612.67 on Friday. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $613.79. The stock’s fifty day simple moving average is $600.63 and its 200 day simple moving average is $582.36. The stock has a market cap of $528.67 billion, a PE ratio of 25.23 and a beta of 0.99.

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.