WealthPLAN Partners LLC Has $12.02 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

WealthPLAN Partners LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 10.7% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,832 shares of the company’s stock after selling 2,494 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.6% of WealthPLAN Partners LLC’s holdings, making the stock its 11th largest position. WealthPLAN Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $12,016,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IVV. 1620 Investment Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at about $36,000. Kennebec Savings Bank acquired a new stake in iShares Core S&P 500 ETF in the third quarter valued at approximately $40,000. Covestor Ltd grew its position in iShares Core S&P 500 ETF by 321.1% in the first quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after acquiring an additional 61 shares in the last quarter. LRI Investments LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 1st quarter worth $55,000. Finally, Proffitt & Goodson Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 21.2% during the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.1 %

Shares of NYSEARCA:IVV opened at $601.67 on Tuesday. The stock has a market capitalization of $519.18 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $440.41 and a 1 year high of $603.09. The firm has a fifty day moving average price of $574.26 and a 200 day moving average price of $553.12.

iShares Core S&P 500 ETF Company Profile

(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.

Further Reading

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

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