SwitchPoint Financial Planning LLC Acquires 1,185 Shares of iShares Core S&P 500 ETF $IVV

SwitchPoint Financial Planning LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 197.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,785 shares of the company’s stock after acquiring an additional 1,185 shares during the quarter. iShares Core S&P 500 ETF accounts for about 0.9% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its 28th largest position. SwitchPoint Financial Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $1,108,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Ferguson Shapiro LLC bought a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $207,000. James Investment Research Inc. grew its holdings in iShares Core S&P 500 ETF by 3.1% during the 2nd quarter. James Investment Research Inc. now owns 3,360 shares of the company’s stock worth $2,086,000 after acquiring an additional 101 shares during the last quarter. Zhang Financial LLC grew its holdings in iShares Core S&P 500 ETF by 6.1% during the 2nd quarter. Zhang Financial LLC now owns 26,633 shares of the company’s stock worth $16,536,000 after acquiring an additional 1,521 shares during the last quarter. New York Life Investment Management LLC grew its holdings in iShares Core S&P 500 ETF by 62.4% during the 2nd quarter. New York Life Investment Management LLC now owns 23,854 shares of the company’s stock worth $14,811,000 after acquiring an additional 9,169 shares during the last quarter. Finally, Heritage Wealth Management Inc. Texas grew its holdings in iShares Core S&P 500 ETF by 96.3% during the 2nd quarter. Heritage Wealth Management Inc. Texas now owns 1,115 shares of the company’s stock worth $692,000 after acquiring an additional 547 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $690.34 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $692.26. The firm has a market capitalization of $724.51 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average price is $662.68 and its two-hundred day moving average price is $622.40.

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.