Falcon Wealth Planning Has $2.65 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Falcon Wealth Planning increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 155.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,496 shares of the company’s stock after acquiring an additional 2,738 shares during the quarter. Falcon Wealth Planning’s holdings in iShares Core S&P 500 ETF were worth $2,647,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IVV. Balboa Wealth Partners increased its position in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares in the last quarter. TruWealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.5 %

Shares of NYSEARCA:IVV opened at $607.94 on Friday. The business’s 50 day moving average is $600.08 and its 200 day moving average is $578.77. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month high of $613.79. The stock has a market cap of $524.59 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

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.