Capasso Planning Partners LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Capasso Planning Partners LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 584 shares of the company’s stock after selling 290 shares during the quarter. Capasso Planning Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $344,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Balboa Wealth Partners boosted its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the period. Hassell Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the last quarter. Sandbox Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the period. Dodds Wealth LLC increased its position in iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after acquiring an additional 18 shares during the last quarter. Finally, Everhart Financial Group Inc. increased its position in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock valued at $3,047,000 after acquiring an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 0.9 %

iShares Core S&P 500 ETF stock opened at $558.64 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22. The firm has a 50-day moving average price of $597.89 and a 200-day moving average price of $589.10. The firm has a market capitalization of $555.65 billion, a PE ratio of 26.66 and a beta of 1.01.

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.