254,452 Shares in iShares Core S&P 500 ETF $IVV Purchased by Planning Project LLC

Planning Project LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 254,452 shares of the ETF’s stock, valued at approximately $195,992,000. iShares Core S&P 500 ETF comprises about 39.3% of Planning Project LLC’s investment portfolio, making the stock its biggest position.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Agur Provident & Training Funds Management Ltd. bought a new position in shares of iShares Core S&P 500 ETF in the second quarter worth approximately $36,500,000. Alternative Investment Advisors LLC. increased its position in shares of iShares Core S&P 500 ETF by 2.2% during the second quarter. Alternative Investment Advisors LLC. now owns 204,888 shares of the ETF’s stock valued at $153,439,000 after acquiring an additional 4,399 shares in the last quarter. Tucker Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 10.6% during the second quarter. Tucker Asset Management LLC now owns 1,434 shares of the ETF’s stock valued at $1,074,000 after acquiring an additional 138 shares in the last quarter. Brown Financial Advisors raised its holdings in iShares Core S&P 500 ETF by 5.9% in the 2nd quarter. Brown Financial Advisors now owns 821 shares of the ETF’s stock worth $615,000 after acquiring an additional 46 shares during the last quarter. Finally, HighTower Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 2.7% in the 2nd quarter. HighTower Advisors LLC now owns 3,272,035 shares of the ETF’s stock worth $2,450,394,000 after acquiring an additional 87,237 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $773.92 on Monday. The stock has a market capitalization of $898.95 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09. The stock’s 50 day simple moving average is $760.69 and its 200 day simple moving average is $727.28.

iShares Core S&P 500 ETF Company 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.