Plan A Wealth LLC Acquires 1,606 Shares of iShares Core S&P 500 ETF $IVV

Plan A Wealth LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 61.8% in the 4th quarter, Holdings Channel reports. The firm owned 4,204 shares of the company’s stock after purchasing an additional 1,606 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.4% of Plan A Wealth LLC’s holdings, making the stock its 12th biggest holding. Plan A Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,879,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $29,000. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $39,000. Dorato Capital Management bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $55,000. Finally, EQ Wealth Advisors LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $55,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $746.18 on Friday. The business has a 50-day moving average price of $696.02 and a 200 day moving average price of $689.85. The company has a market capitalization of $823.97 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $578.31 and a 1-year high of $753.02.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.