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

ATX Financial Planning LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 8,207 shares of the company’s stock after selling 953 shares during the quarter. iShares Core S&P 500 ETF makes up 4.1% of ATX Financial Planning LLC’s portfolio, making the stock its 7th largest holding. ATX Financial Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $5,361,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Keenan LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $26,000. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth $29,000. GS Investments Inc. grew its position in shares of iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after acquiring an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $38,000. Finally, Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth about $39,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.8%

Shares of NYSEARCA:IVV opened at $755.05 on Friday. The company has a market cap of $892.54 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average price is $745.34 and its 200 day moving average price is $706.76. iShares Core S&P 500 ETF has a fifty-two week low of $621.05 and a fifty-two week high of $764.00.

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.