Lakeshore Financial Planning Inc. Has $60.43 Million Position in iShares Core S&P 500 ETF $IVV

Lakeshore Financial Planning Inc. raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 80,686 shares of the ETF’s stock after purchasing an additional 10,500 shares during the period. iShares Core S&P 500 ETF makes up approximately 19.5% of Lakeshore Financial Planning Inc.’s holdings, making the stock its biggest position. Lakeshore Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $60,429,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of IVV. Punch & Associates Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the period. Hidden Cove Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 3.5% during the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after acquiring an additional 14 shares in the last quarter. Gratus Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock worth $3,272,000 after acquiring an additional 15 shares in the last quarter. Bridgewealth Advisory Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.6% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock valued at $235,000 after acquiring an additional 15 shares during the period. Finally, Wealthgarden F.S. LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Wealthgarden F.S. LLC now owns 5,904 shares of the ETF’s stock valued at $4,109,000 after acquiring an additional 15 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $769.31 on Monday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The company’s fifty day moving average is $755.28 and its 200-day moving average is $721.56. The company has a market capitalization of $893.59 billion, a PE ratio of 25.10 and a beta of 1.00.

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. 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.