Holistic Planning LLC Has $3.81 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Holistic Planning LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% during the first quarter, Holdings Channel.com reports. The institutional investor owned 6,772 shares of the company’s stock after acquiring an additional 59 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.3% of Holistic Planning LLC’s portfolio, making the stock its 15th largest position. Holistic Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $3,805,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Mesirow Institutional Investment Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Mesirow Institutional Investment Management Inc. now owns 4,551 shares of the company’s stock valued at $2,679,000 after acquiring an additional 17 shares during the period. Global Strategic Investment Solutions LLC grew its stake in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Global Strategic Investment Solutions LLC now owns 5,242 shares of the company’s stock worth $3,086,000 after buying an additional 18 shares in the last quarter. D L Carlson Investment Group Inc. increased its holdings in iShares Core S&P 500 ETF by 1.6% in the 4th quarter. D L Carlson Investment Group Inc. now owns 1,239 shares of the company’s stock valued at $729,000 after buying an additional 19 shares during the period. Foresight Capital Management Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the 1st quarter. Foresight Capital Management Advisors Inc. now owns 7,048 shares of the company’s stock worth $3,960,000 after acquiring an additional 19 shares during the period. Finally, Napatree Capital LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Napatree Capital LLC now owns 4,869 shares of the company’s stock worth $2,866,000 after acquiring an additional 20 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $614.76 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $616.37. The stock has a market capitalization of $609.23 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $582.72 and its 200 day simple moving average is $583.03.

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.