Lakeshore Financial Planning Inc. Has $45.01 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lakeshore Financial Planning Inc. lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 76,459 shares of the company’s stock after purchasing an additional 2,986 shares during the period. iShares Core S&P 500 ETF accounts for approximately 19.2% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its biggest holding. Lakeshore Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $45,013,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its stake in shares of iShares Core S&P 500 ETF by 11.7% in the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after acquiring an additional 2,187,803 shares during the last quarter. PNC Financial Services Group Inc. increased its stake in iShares Core S&P 500 ETF by 2.3% in the fourth quarter. PNC Financial Services Group Inc. now owns 15,123,633 shares of the company’s stock valued at $8,902,980,000 after purchasing an additional 338,269 shares in the last quarter. Bank of New York Mellon Corp increased its stake in iShares Core S&P 500 ETF by 1.3% in the fourth quarter. Bank of New York Mellon Corp now owns 13,904,814 shares of the company’s stock valued at $8,185,485,000 after purchasing an additional 183,962 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of iShares Core S&P 500 ETF by 4.1% in the 4th quarter. Jones Financial Companies Lllp now owns 12,051,651 shares of the company’s stock valued at $7,094,566,000 after buying an additional 476,796 shares in the last quarter. Finally, Nisa Investment Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $5,813,061,000.

iShares Core S&P 500 ETF Stock Down 0.2 %

Shares of IVV stock opened at $566.74 on Friday. The firm has a fifty day moving average of $593.94 and a 200-day moving average of $588.76. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22. The company has a market capitalization of $545.77 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01.

iShares Core S&P 500 ETF Company 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.