PDS Planning Inc Purchases 28,774 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

PDS Planning Inc increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 136,796 shares of the company’s stock after buying an additional 28,774 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 7.1% of PDS Planning Inc’s investment portfolio, making the stock its 2nd largest position. PDS Planning Inc’s holdings in iShares Core S&P 500 ETF were worth $78,907,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Compass Ion Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after buying an additional 2,278 shares during the last quarter. Covestor Ltd increased its position in iShares Core S&P 500 ETF by 321.1% during the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the period. Bluesphere Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 10.0% in the 1st quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock valued at $12,984,000 after purchasing an additional 2,252 shares during the last quarter. Finally, Anchor Capital Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 4.2% during the second quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock worth $688,000 after buying an additional 51 shares during the period.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV traded down $0.10 during mid-day trading on Monday, reaching $573.62. 337,611 shares of the stock were exchanged, compared to its average volume of 5,080,249. The stock has a market cap of $494.98 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $435.37 and a one year high of $588.93. The stock has a 50 day simple moving average of $571.70 and a 200-day simple moving average of $550.10.

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.