iShares Core S&P 500 ETF $IVV Stake Reduced by Capital & Planning LLC

Capital & Planning LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 62,122 shares of the ETF’s stock after selling 5,491 shares during the period. iShares Core S&P 500 ETF accounts for about 24.0% of Capital & Planning LLC’s portfolio, making the stock its biggest position. Capital & Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $46,522,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Blalock Williams LLC grew its position in iShares Core S&P 500 ETF by 74.9% during the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after buying an additional 7,130 shares during the period. Atria Investments Inc raised its position in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after acquiring an additional 30,777 shares during the period. FDx Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF by 40.7% in the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after acquiring an additional 4,051 shares during the period. Cornerstone Planning Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after acquiring an additional 6,417 shares in the last quarter. Finally, Compass Financial Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $3,601,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $773.92 on Tuesday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The stock’s 50-day moving average price is $761.29 and its 200-day moving average price is $727.91. The stock has a market capitalization of $898.95 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.