Planwiser Financial LLC Has $12.80 Million Position in iShares Core S&P 500 ETF $IVV

Planwiser Financial LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.5% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 20,005 shares of the company’s stock after purchasing an additional 1,404 shares during the period. iShares Core S&P 500 ETF makes up approximately 10.9% of Planwiser Financial LLC’s holdings, making the stock its largest holding. Planwiser Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $12,802,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $331,591,000. Bison Wealth LLC boosted its holdings in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Patton Albertson Miller Group LLC boosted its holdings in iShares Core S&P 500 ETF by 42.5% in the 1st quarter. Patton Albertson Miller Group LLC now owns 48,517 shares of the company’s stock worth $27,262,000 after buying an additional 14,465 shares during the period. Nuveen LLC purchased a new position in iShares Core S&P 500 ETF in the 1st quarter valued at approximately $49,073,000. Finally, Cove Private Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the 1st quarter valued at approximately $342,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $687.06 on Tuesday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The stock’s fifty day moving average price is $676.56 and its two-hundred day moving average price is $646.96. The company has a market cap of $721.07 billion, a P/E ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.