iShares Core S&P 500 ETF $IVV is WealthPlan Investment Management LLC’s 7th Largest Position

WealthPlan Investment Management LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 284.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,849 shares of the company’s stock after acquiring an additional 29,486 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.8% of WealthPlan Investment Management LLC’s holdings, making the stock its 7th largest holding. WealthPlan Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $26,671,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC lifted its position in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Fiduciary Alliance LLC grew its holdings in shares of iShares Core S&P 500 ETF by 65.2% during the second quarter. Fiduciary Alliance LLC now owns 2,290 shares of the company’s stock valued at $1,422,000 after buying an additional 904 shares in the last quarter. Epiq Partners LLC raised its position in iShares Core S&P 500 ETF by 3.7% during the second quarter. Epiq Partners LLC now owns 2,759 shares of the company’s stock valued at $1,713,000 after buying an additional 98 shares during the period. Finally, Harbor Capital Advisors Inc. lifted its stake in iShares Core S&P 500 ETF by 75.0% in the 2nd quarter. Harbor Capital Advisors Inc. now owns 77,972 shares of the company’s stock worth $48,413,000 after acquiring an additional 33,421 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $693.49 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The firm has a 50 day simple moving average of $684.02 and a 200 day simple moving average of $663.50. The stock has a market cap of $760.79 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.