iShares Core S&P 500 ETF $IVV is Sigma Planning Corp’s 2nd Largest Position

Sigma Planning Corp trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 282,773 shares of the ETF’s stock after selling 15,878 shares during the period. iShares Core S&P 500 ETF accounts for about 5.3% of Sigma Planning Corp’s holdings, making the stock its 2nd biggest holding. Sigma Planning Corp’s holdings in iShares Core S&P 500 ETF were worth $211,766,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Punch & Associates Investment Management Inc. raised its holdings in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after purchasing an additional 14 shares during the last quarter. Gratus Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after purchasing an additional 15 shares during the last quarter. Bridgewealth Advisory Group LLC grew its position in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after purchasing an additional 15 shares in the last quarter. Finally, Wealthgarden F.S. LLC grew its position in shares of iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock valued at $4,109,000 after purchasing an additional 15 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 Stock Performance

NYSEARCA:IVV opened at $773.00 on Monday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $783.09. The stock has a market cap of $897.88 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average price of $757.34 and a 200 day moving average price of $724.38.

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.