Jackson Grant Investment Advisers Inc. Sells 70 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Jackson Grant Investment Advisers Inc. cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,205 shares of the company’s stock after selling 70 shares during the period. iShares Core S&P 500 ETF accounts for about 1.6% of Jackson Grant Investment Advisers Inc.’s investment portfolio, making the stock its 15th biggest position. Jackson Grant Investment Advisers Inc.’s holdings in iShares Core S&P 500 ETF were worth $4,241,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Balboa Wealth Partners lifted its stake in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the last quarter. TruWealth Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares during the last quarter. Lewis Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after acquiring an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC increased its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after acquiring an additional 18 shares during the period.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $603.80 on Friday. iShares Core S&P 500 ETF has a 52 week low of $493.07 and a 52 week high of $613.79. The firm has a market cap of $521.02 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s 50-day simple moving average is $600.71 and its 200 day simple moving average is $580.54.

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.