91,683 Shares in iShares Core S&P 500 ETF (NYSEARCA:IVV) Bought by Golden State Wealth Management LLC

Golden State Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 91,683 shares of the company’s stock, valued at approximately $53,972,000. iShares Core S&P 500 ETF makes up approximately 8.1% of Golden State Wealth Management LLC’s holdings, making the stock its largest position.

A number of other large investors have also modified their holdings of IVV. Brewster Financial Planning LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $202,000. Wealth Group Ltd. boosted its holdings in iShares Core S&P 500 ETF by 1.9% in the 3rd quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after buying an additional 3,630 shares during the last quarter. Montis Financial LLC increased its stake in iShares Core S&P 500 ETF by 3,403.0% during the 3rd quarter. Montis Financial LLC now owns 12,926 shares of the company’s stock worth $7,456,000 after buying an additional 12,557 shares in the last quarter. InTrack Investment Management Inc raised its holdings in shares of iShares Core S&P 500 ETF by 21.4% during the third quarter. InTrack Investment Management Inc now owns 3,967 shares of the company’s stock valued at $2,288,000 after acquiring an additional 699 shares during the last quarter. Finally, Mechanics Bank Trust Department lifted its position in shares of iShares Core S&P 500 ETF by 4.2% in the third quarter. Mechanics Bank Trust Department now owns 2,585 shares of the company’s stock valued at $1,491,000 after acquiring an additional 105 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $603.80 on Monday. The stock has a 50 day moving average price of $600.67 and a 200 day moving average price of $581.03. iShares Core S&P 500 ETF has a one year low of $493.07 and a one year high of $613.79. The stock has a market capitalization of $521.02 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company 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.