Plan Group Financial LLC Lowers Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Plan Group Financial LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 770 shares of the company’s stock after selling 112 shares during the quarter. Plan Group Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $444,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of IVV. SMI Advisory Services LLC boosted its position in iShares Core S&P 500 ETF by 5.4% during the first quarter. SMI Advisory Services LLC now owns 23,852 shares of the company’s stock worth $12,445,000 after purchasing an additional 1,220 shares in the last quarter. Affiance Financial LLC boosted its position in iShares Core S&P 500 ETF by 3.0% during the first quarter. Affiance Financial LLC now owns 10,328 shares of the company’s stock worth $5,430,000 after purchasing an additional 301 shares in the last quarter. S.A. Mason LLC boosted its position in iShares Core S&P 500 ETF by 1.9% during the first quarter. S.A. Mason LLC now owns 8,996 shares of the company’s stock worth $4,729,000 after purchasing an additional 170 shares in the last quarter. Orgel Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 63.8% during the first quarter. Orgel Wealth Management LLC now owns 359,105 shares of the company’s stock worth $188,792,000 after purchasing an additional 139,866 shares in the last quarter. Finally, Epiq Partners LLC boosted its position in iShares Core S&P 500 ETF by 133.4% during the first quarter. Epiq Partners LLC now owns 2,033 shares of the company’s stock worth $1,069,000 after purchasing an additional 1,162 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.9 %

Shares of IVV stock opened at $580.75 on Thursday. The company has a market capitalization of $501.13 billion, a P/E ratio of 25.23 and a beta of 0.99. The business’s 50 day moving average is $569.03 and its two-hundred day moving average is $546.61. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $588.93.

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.