Chatterton & Associates Inc. Has $2.46 Million Holdings in iShares Core S&P 500 ETF $IVV

Chatterton & Associates Inc. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 31.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,608 shares of the company’s stock after purchasing an additional 860 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.7% of Chatterton & Associates Inc.’s portfolio, making the stock its 22nd largest holding. Chatterton & Associates Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,464,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after purchasing an additional 409,816 shares during the period. Marshall Wace LLP increased its position in iShares Core S&P 500 ETF by 17.9% in the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock worth $22,228,289,000 after buying an additional 4,928,585 shares during the period. Creative Planning grew its position in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE grew its position in iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock worth $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.9%

Shares of IVV opened at $730.17 on Friday. The stock’s 50-day moving average price is $738.65 and its 200 day moving average price is $702.45. The firm has a market capitalization of $806.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $613.79 and a 12-month high of $764.00.

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. 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.