Holistic Planning LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,713 shares of the company’s stock after selling 236 shares during the period. iShares Core S&P 500 ETF accounts for about 1.4% of Holistic Planning LLC’s portfolio, making the stock its 14th biggest holding. Holistic Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $3,952,000 at the end of the most recent reporting period.
Other hedge funds have also recently made changes to their positions in the company. Creative Planning grew its position in iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of iShares Core S&P 500 ETF by 11.7% in the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after purchasing an additional 2,187,803 shares during the last quarter. International Assets Investment Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after purchasing an additional 10,232,214 shares during the period. Nisa Investment Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC boosted its position in iShares Core S&P 500 ETF by 1.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock worth $3,610,681,000 after purchasing an additional 89,032 shares during the period.
iShares Core S&P 500 ETF Stock Performance
NYSEARCA:IVV opened at $607.17 on Thursday. The business’s fifty day moving average is $600.45 and its 200 day moving average is $580.15. The firm has a market cap of $523.93 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $493.07 and a 52-week high of $613.79.
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.
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