Sequent Planning LLC Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sequent Planning LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,625 shares of the company’s stock after buying an additional 136 shares during the quarter. Sequent Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $956,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Sandbox Financial Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the last quarter. Dodds Wealth LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.9% during the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock worth $1,216,000 after buying an additional 18 shares during the last quarter. Everhart Financial Group Inc. lifted its position in shares of iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Everhart Financial Group Inc. now owns 5,177 shares of the company’s stock worth $3,047,000 after buying an additional 18 shares during the last quarter. Global Strategic Investment Solutions LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock valued at $3,086,000 after acquiring an additional 18 shares during the period. Finally, Park Edge Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.2% in the 4th quarter. Park Edge Advisors LLC now owns 604 shares of the company’s stock valued at $356,000 after acquiring an additional 19 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $566.58 on Monday. The firm’s fifty day simple moving average is $593.61 and its 200-day simple moving average is $589.24. The stock has a market capitalization of $545.62 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a 12 month low of $496.30 and a 12 month high of $616.22.

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.