PDS Planning Inc Has $92.24 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

PDS Planning Inc increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 4.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 148,555 shares of the company’s stock after buying an additional 5,759 shares during the period. iShares Core S&P 500 ETF accounts for approximately 6.9% of PDS Planning Inc’s holdings, making the stock its 2nd biggest position. PDS Planning Inc’s holdings in iShares Core S&P 500 ETF were worth $92,238,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Bank of Finland boosted its stake in iShares Core S&P 500 ETF by 0.3% during the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock valued at $290,567,000 after purchasing an additional 1,592 shares during the period. Dynasty Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.5% in the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock valued at $466,533,000 after acquiring an additional 4,478 shares during the period. Mayfair Advisory Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.6% in the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after acquiring an additional 25 shares during the period. STAR Financial Bank boosted its position in shares of iShares Core S&P 500 ETF by 98.8% in the first quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock valued at $1,641,000 after acquiring an additional 1,452 shares during the period. Finally, KFA Private Wealth Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 26.2% in the first quarter. KFA Private Wealth Group LLC now owns 97,677 shares of the company’s stock valued at $54,885,000 after acquiring an additional 20,289 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 1.5%

IVV opened at $666.23 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $677.20. The business has a 50 day moving average of $655.47 and a 200-day moving average of $611.52. The stock has a market capitalization of $695.58 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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