iShares Core S&P 500 ETF $IVV is WealthPlan Investment Management LLC’s 4th Largest Position

WealthPlan Investment Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 73.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 68,939 shares of the company’s stock after buying an additional 29,090 shares during the period. iShares Core S&P 500 ETF makes up approximately 3.0% of WealthPlan Investment Management LLC’s portfolio, making the stock its 4th largest position. WealthPlan Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $47,219,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Balanced Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the period. Nicollet Investment Management Inc. increased its position in iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares during the period. Anchor Investment Management LLC increased its position in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the period. Wealth Effects LLC increased its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares during the period. Finally, West Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.2%

Shares of IVV stock opened at $742.45 on Friday. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $753.02. The firm’s fifty day simple moving average is $691.05 and its 200 day simple moving average is $688.30. The firm has a market capitalization of $819.85 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.