iShares Core S&P 500 ETF $IVV Shares Sold by RCS Financial Planning LLC

RCS Financial Planning LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 63.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,475 shares of the company’s stock after selling 7,665 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.5% of RCS Financial Planning LLC’s portfolio, making the stock its 15th biggest position. RCS Financial Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $2,923,000 at the end of the most recent quarter.

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

iShares Core S&P 500 ETF Stock Down 0.9%

IVV stock opened at $730.17 on Friday. The stock has a market capitalization of $806.29 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $613.79 and a 52 week high of $764.00. The firm has a 50 day moving average of $738.65 and a 200 day moving average of $702.45.

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.