Forbes Financial Planning Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 53.7% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 21,408 shares of the company’s stock after buying an additional 7,481 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 9.0% of Forbes Financial Planning Inc.’s portfolio, making the stock its 2nd biggest position. Forbes Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $13,292,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 1st quarter valued at approximately $28,000. Lord & Richards Wealth Management LLC purchased a new position in iShares Core S&P 500 ETF in the first quarter valued at $31,000. Cheviot Value Management LLC acquired a new stake in iShares Core S&P 500 ETF in the first quarter valued at $52,000. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P 500 ETF in the second quarter valued at $61,000. Finally, Rice Partnership LLC lifted its holdings in iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
NYSEARCA:IVV opened at $673.52 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The stock has a market cap of $706.86 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day simple moving average of $667.77 and a 200-day simple moving average of $629.01.
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.
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