Divergent Planning LLC Has $80.53 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Divergent Planning LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 138,057 shares of the company’s stock after buying an additional 2,046 shares during the period. iShares Core S&P 500 ETF comprises 27.5% of Divergent Planning LLC’s investment portfolio, making the stock its largest position. Divergent Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $80,533,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Compass Ion Advisors LLC increased its stake in iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares during the period. Bluesphere Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the last quarter. Daiwa Securities Group Inc. increased its stake in shares of iShares Core S&P 500 ETF by 35.9% in the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after buying an additional 95,234 shares during the period. Fifth Third Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock valued at $206,135,000 after buying an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 5.0% during the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after buying an additional 83 shares during the period.

iShares Core S&P 500 ETF Trading Up 0.9 %

IVV stock opened at $600.26 on Tuesday. The stock has a market capitalization of $517.96 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s 50-day moving average price is $598.29 and its two-hundred day moving average price is $576.24. iShares Core S&P 500 ETF has a 12-month low of $474.68 and a 12-month high of $612.09.

iShares Core S&P 500 ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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