Plan A Wealth LLC Boosts Stock Position in iShares Core S&P 500 ETF $IVV

Plan A Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 61.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,204 shares of the company’s stock after purchasing an additional 1,606 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.4% of Plan A Wealth LLC’s investment portfolio, making the stock its 12th largest position. Plan A Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,879,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $331,591,000. Bison Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the last quarter. First Trust Advisors LP grew its holdings in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.2%

Shares of NYSEARCA:IVV opened at $746.18 on Friday. The company has a market capitalization of $823.97 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $578.31 and a 12 month high of $753.02. The firm’s 50-day moving average is $696.02 and its 200 day moving average is $689.85.

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.