Planwiser Financial LLC Sells 1,309 Shares of iShares Core S&P 500 ETF $IVV

Planwiser Financial LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,696 shares of the company’s stock after selling 1,309 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 10.2% of Planwiser Financial LLC’s portfolio, making the stock its 2nd biggest position. Planwiser Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $12,838,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Americana Partners LLC raised its stake in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after acquiring an additional 1,187 shares in the last quarter. Forza Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares in the last quarter. Coyle Financial Counsel LLC boosted its stake in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Fonville Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the last quarter. Finally, Fortitude Family Office LLC increased its position in shares of iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after purchasing an additional 5,800 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $675.40 on Friday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The stock has a market capitalization of $742.40 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $690.86 and its 200-day simple moving average is $678.25.

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.