Walled Lake Planning & Wealth Management LLC Has $3.11 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Walled Lake Planning & Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,526 shares of the company’s stock after purchasing an additional 187 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.1% of Walled Lake Planning & Wealth Management LLC’s investment portfolio, making the stock its 29th biggest holding. Walled Lake Planning & Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,105,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $331,591,000. Sei Investments Co. grew its stake in shares of iShares Core S&P 500 ETF by 1.0% in the fourth quarter. Sei Investments Co. now owns 7,393 shares of the company’s stock valued at $4,352,000 after buying an additional 76 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of iShares Core S&P 500 ETF by 2.8% in the fourth quarter. Vanguard Group Inc. now owns 29,048 shares of the company’s stock valued at $17,100,000 after buying an additional 804 shares in the last quarter. Loomis Sayles & Co. L P grew its stake in shares of iShares Core S&P 500 ETF by 190.9% in the fourth quarter. Loomis Sayles & Co. L P now owns 320 shares of the company’s stock valued at $188,000 after buying an additional 210 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its stake in shares of iShares Core S&P 500 ETF by 20.1% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 105,022 shares of the company’s stock valued at $61,824,000 after buying an additional 17,607 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 Trading Down 0.0%

NYSEARCA:IVV opened at $639.92 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $641.10. The firm has a fifty day simple moving average of $611.42 and a 200 day simple moving average of $587.68. The stock has a market capitalization of $644.82 billion, a PE 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.