Jackson Wealth Management LLC Lowers Holdings in Ishares S&P 500 (IVV)

Jackson Wealth Management LLC lowered its holdings in Ishares S&P 500 (NYSEARCA:IVV) by 10.3% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 141,715 shares of the company’s stock after selling 16,244 shares during the period. Ishares S&P 500 makes up 10.5% of Jackson Wealth Management LLC’s holdings, making the stock its biggest holding. Jackson Wealth Management LLC’s holdings in Ishares S&P 500 were worth $37,644,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Prime Capital Investment Advisors LLC acquired a new position in Ishares S&P 500 during the 4th quarter worth approximately $170,000. SeaCrest Wealth Management LLC acquired a new position in Ishares S&P 500 during the 4th quarter worth approximately $180,000. Perritt Capital Management Inc. acquired a new position in Ishares S&P 500 during the 4th quarter worth approximately $200,000. Hemenway Trust Co LLC acquired a new position in Ishares S&P 500 during the 4th quarter worth approximately $201,000. Finally, WealthTrust Fairport LLC acquired a new position in Ishares S&P 500 during the 4th quarter worth approximately $201,000.

NYSEARCA IVV traded down $0.47 on Friday, hitting $273.41. 91,124 shares of the stock were exchanged, compared to its average volume of 4,839,500. Ishares S&P 500 has a fifty-two week low of $272.52 and a fifty-two week high of $273.81.



Ishares S&P 500 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.

Institutional Ownership by Quarter for Ishares S&P 500 (NYSEARCA:IVV)

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