Plan A Wealth LLC Sells 895 Shares of iShares Core S&P 500 ETF $IVV

Plan A Wealth LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,335 shares of the ETF’s stock after selling 895 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.1% of Plan A Wealth LLC’s holdings, making the stock its 13th biggest holding. Plan A Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,498,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of IVV. Mann Financial Group Inc. grew its holdings in iShares Core S&P 500 ETF by 2.3% in the second quarter. Mann Financial Group Inc. now owns 61,362 shares of the ETF’s stock worth $45,953,000 after purchasing an additional 1,384 shares during the last quarter. Jim Saulnier & Associates LLC lifted its holdings in iShares Core S&P 500 ETF by 12.5% during the second quarter. Jim Saulnier & Associates LLC now owns 2,166 shares of the ETF’s stock valued at $1,622,000 after purchasing an additional 240 shares in the last quarter. SMART Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 134.7% in the 2nd quarter. SMART Wealth LLC now owns 14,406 shares of the ETF’s stock valued at $10,788,000 after purchasing an additional 8,269 shares in the last quarter. Retirement Wealth Solutions LLC grew its position in shares of iShares Core S&P 500 ETF by 26.0% in the second quarter. Retirement Wealth Solutions LLC now owns 30,361 shares of the ETF’s stock valued at $22,737,000 after purchasing an additional 6,273 shares in the last quarter. Finally, Comprehensive Financial Planning Inc. PA boosted its position in shares of iShares Core S&P 500 ETF by 3.4% during the 2nd quarter. Comprehensive Financial Planning Inc. PA now owns 7,284 shares of the ETF’s stock valued at $5,455,000 after acquiring an additional 238 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $773.92 on Friday. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $783.09. The company has a market capitalization of $898.95 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $760.69 and a 200-day simple moving average of $726.99.

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. 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.