Cornerstone Planning Group LLC Increases Position in iShares Core S&P 500 ETF $IVV

Cornerstone Planning Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1,435.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,839 shares of the company’s stock after purchasing an additional 10,133 shares during the quarter. iShares Core S&P 500 ETF makes up 0.9% of Cornerstone Planning Group LLC’s holdings, making the stock its 19th largest position. Cornerstone Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $7,405,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Americana Partners LLC lifted its holdings in iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Forza Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 28.7% during the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after purchasing an additional 1,438 shares in the last quarter. Fonville Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares in the last quarter. Fortitude Family Office LLC raised its position in shares of iShares Core S&P 500 ETF by 13.4% during the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after purchasing an additional 5,800 shares during the last quarter. Finally, Community Trust & Investment Co. boosted its holdings in iShares Core S&P 500 ETF by 29.9% in the 3rd quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock worth $2,887,000 after buying an additional 992 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $698.54 on Tuesday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The company has a market cap of $765.98 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average price of $689.55 and a 200 day moving average price of $670.00.

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.