Nolet Wealth Management LLC Has $43.34 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Nolet Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 66,356 shares of the ETF’s stock after buying an additional 5,402 shares during the quarter. iShares Core S&P 500 ETF accounts for 24.7% of Nolet Wealth Management LLC’s investment portfolio, making the stock its largest holding. Nolet Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $43,344,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Wealth Effects LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock valued at $2,929,000 after acquiring an additional 15 shares during the period. West Wealth Group LLC grew its holdings in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after purchasing an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management grew its holdings in iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after purchasing an additional 15 shares during the period. Gratus Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after purchasing an additional 15 shares in the last quarter. Finally, Bridgewealth Advisory Group LLC increased its stake in iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.4%

Shares of NYSEARCA IVV opened at $758.39 on Thursday. The firm has a market capitalization of $894.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average price is $747.80 and its 200-day moving average price is $708.58. iShares Core S&P 500 ETF has a 1-year low of $621.05 and a 1-year high of $764.00.

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.