Gould Asset Management LLC CA Has $13.22 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Gould Asset Management LLC CA lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,532 shares of the company’s stock after selling 380 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 2.7% of Gould Asset Management LLC CA’s portfolio, making the stock its 9th largest holding. Gould Asset Management LLC CA’s holdings in iShares Core S&P 500 ETF were worth $13,223,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Windsor Advisory Group LLC lifted its holdings in iShares Core S&P 500 ETF by 100.0% during the fourth quarter. Windsor Advisory Group LLC now owns 50 shares of the company’s stock valued at $29,000 after purchasing an additional 25 shares during the last quarter. Murphy & Mullick Capital Management Corp purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $30,000. Sellwood Investment Partners LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Investment Counsel Co. of Nevada purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $33,000. Finally, Navigoe LLC purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $38,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $626.44 on Monday. The company has a market capitalization of $630.26 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $629.87. The company’s 50 day moving average price is $599.82 and its two-hundred day moving average price is $584.50.

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.