iShares Core S&P 500 ETF $IVV is WealthPlan Investment Management LLC’s 7th Largest Position

WealthPlan Investment Management LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 284.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,849 shares of the company’s stock after purchasing an additional 29,486 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.8% of WealthPlan Investment Management LLC’s portfolio, making the stock its 7th biggest holding. WealthPlan Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $26,671,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. raised its position in iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after acquiring an additional 4,378,977 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 56.2% in the third quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after buying an additional 4,301,015 shares in the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 63,164.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock valued at $1,706,371,000 after acquiring an additional 2,743,878 shares during the period. Soundwatch Capital LLC grew its holdings in shares of iShares Core S&P 500 ETF by 474.9% in the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after acquiring an additional 1,245,649 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake in iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after purchasing an additional 1,190,963 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $693.49 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17. The firm has a market capitalization of $760.79 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average is $684.02 and its two-hundred day moving average is $663.50.

iShares Core S&P 500 ETF 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.