ATX Financial Planning LLC Makes New $6.27 Million Investment in iShares Core S&P 500 ETF $IVV

ATX Financial Planning LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 9,160 shares of the company’s stock, valued at approximately $6,274,000. iShares Core S&P 500 ETF makes up approximately 4.8% of ATX Financial Planning LLC’s holdings, making the stock its 5th largest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $29,000. GS Investments Inc. lifted its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after purchasing an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $38,000. Imprint Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $39,000. Finally, Prosperity Bancshares Inc acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $44,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $750.11 on Friday. The company has a market cap of $828.31 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 $594.71 and a 12 month high of $764.00. The company has a 50-day simple moving average of $732.59 and a 200-day simple moving average of $700.32.

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. 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.