Stonebridge Financial Planning Group LLC Has $5.87 Million Position in iShares Core S&P 500 ETF $IVV

Stonebridge Financial Planning Group LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,446 shares of the company’s stock after selling 323 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 2.4% of Stonebridge Financial Planning Group LLC’s investment portfolio, making the stock its 5th largest position. Stonebridge Financial Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $5,865,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. New Vernon Capital Holdings II LLC raised its holdings in iShares Core S&P 500 ETF by 53,779.2% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock valued at $13,921,238,000 after buying an additional 24,729,312 shares during the last quarter. JPMorgan Chase & Co. increased its position in iShares Core S&P 500 ETF by 31.4% during the 1st quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after purchasing an additional 5,708,115 shares during the period. Millennium Management LLC increased its position in iShares Core S&P 500 ETF by 67.7% during the 1st quarter. Millennium Management LLC now owns 9,308,270 shares of the company’s stock valued at $5,230,317,000 after purchasing an additional 3,757,143 shares during the period. Goldman Sachs Group Inc. increased its position in iShares Core S&P 500 ETF by 27.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 12,472,337 shares of the company’s stock valued at $7,008,206,000 after purchasing an additional 2,703,613 shares during the period. Finally, Wealthspire Advisors LLC increased its position in iShares Core S&P 500 ETF by 102.8% during the 1st quarter. Wealthspire Advisors LLC now owns 5,183,932 shares of the company’s stock valued at $2,912,851,000 after purchasing an additional 2,627,461 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $678.81 on Wednesday. The company has a market capitalization of $712.11 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $666.72 and a two-hundred day simple moving average of $628.33. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07.

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.