Plan A Wealth LLC Sells 895 Shares of iShares Core S&P 500 ETF $IVV

Plan A Wealth LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 3,335 shares of the ETF’s stock after selling 895 shares during the period. iShares Core S&P 500 ETF accounts for about 1.1% of Plan A Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. Plan A Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,498,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Keenan LLC purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. grew its holdings in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares in the last quarter. GS Investments Inc. grew its stake in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Allied Private Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at about $33,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $773.92 on Friday. The company’s fifty day moving average is $760.69 and its 200 day moving average is $726.99. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $783.09. The stock has a market capitalization of $898.95 billion, a PE ratio of 25.10 and a beta of 1.00.

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.