WealthPLAN Partners LLC Acquires 56 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

WealthPLAN Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,888 shares of the company’s stock after purchasing an additional 56 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.7% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 11th largest holding. WealthPLAN Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $12,296,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Compass Ion Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares during the period. Bluesphere Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the period. Daiwa Securities Group Inc. raised its stake in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares during the period. Finally, Trinity Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 5.0% during the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after purchasing an additional 83 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $612.68 on Friday. The business has a 50-day moving average of $600.72 and a 200 day moving average of $583.02. iShares Core S&P 500 ETF has a fifty-two week low of $495.94 and a fifty-two week high of $613.93. The firm has a market cap of $528.68 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.