iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Essential Planning LLC.

Essential Planning LLC. lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 6,152.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 634,886 shares of the company’s stock after purchasing an additional 624,731 shares during the period. iShares Core S&P 500 ETF makes up about 2.4% of Essential Planning LLC.’s investment portfolio, making the stock its 8th biggest position. Essential Planning LLC.’s holdings in iShares Core S&P 500 ETF were worth $375,631,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IVV. Balboa Wealth Partners raised its position in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares during the last quarter. Hassell Wealth Management LLC raised 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 purchasing an additional 18 shares in the last quarter. Sandbox Financial Partners LLC raised its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares in the last quarter. Dodds Wealth LLC raised its position in iShares Core S&P 500 ETF by 0.9% in the fourth quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after purchasing an additional 18 shares in the last quarter. Finally, Everhart Financial Group Inc. raised its position in iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.9 %

NYSEARCA:IVV 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 market capitalization of $555.65 billion, a PE ratio of 26.66 and a beta of 1.01. The firm has a 50-day moving average price of $597.89 and a 200 day moving average price of $589.10.

About iShares Core S&P 500 ETF

(Free Report)

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.

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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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