iShares Core S&P 500 ETF $IVV Shares Sold by Capital & Planning LLC

Capital & Planning LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 62,122 shares of the ETF’s stock after selling 5,491 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 24.0% of Capital & Planning LLC’s investment portfolio, making the stock its biggest holding. Capital & Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $46,522,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IVV. Keenan LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at about $26,000. Punch & Associates Investment Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares in the last quarter. Allied Private Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $33,000. Montgomery Financial Services LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $32,000. Finally, GS Investments Inc. grew its position in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after purchasing an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $773.92 on Tuesday. The firm’s 50 day simple moving average is $761.29 and its two-hundred day simple moving average is $727.91. The firm has a market capitalization of $898.95 billion, a price-to-earnings 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.

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. 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.