iShares Core S&P 500 ETF $IVV Shares Bought by Ridgeline Wealth Planning LLC

Ridgeline Wealth Planning LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 49.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,916 shares of the company’s stock after purchasing an additional 964 shares during the period. iShares Core S&P 500 ETF comprises 1.5% of Ridgeline Wealth Planning LLC’s holdings, making the stock its 13th largest position. Ridgeline Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $1,811,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IVV. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC boosted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Wealth Group Ltd. boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock worth $110,748,000 after acquiring an additional 2,271 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of iShares Core S&P 500 ETF by 16.4% in the first quarter. GAMMA Investing LLC now owns 7,321 shares of the company’s stock worth $4,114,000 after acquiring an additional 1,032 shares during the last quarter. Finally, Everpar Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 28.5% in the first quarter. Everpar Advisors LLC now owns 10,696 shares of the company’s stock worth $6,010,000 after acquiring an additional 2,374 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $656.20 on Monday. The business’s 50 day moving average price is $654.83 and its 200-day moving average price is $610.76. The firm has a market capitalization of $685.11 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $677.20.

iShares Core S&P 500 ETF 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.