Capital Planning LLC Acquires 883 Shares of iShares Core S&P 500 ETF $IVV

Capital Planning LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the first quarter, HoldingsChannel.com reports. The firm owned 67,613 shares of the company’s stock after acquiring an additional 883 shares during the period. iShares Core S&P 500 ETF makes up about 14.4% of Capital Planning LLC’s portfolio, making the stock its largest holding. Capital Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $44,165,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Keenan LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $26,000. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $29,000. GS Investments Inc. raised its position in 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 valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $38,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the third quarter worth approximately $39,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.8%

iShares Core S&P 500 ETF stock opened at $755.05 on Friday. iShares Core S&P 500 ETF has a 1-year low of $621.05 and a 1-year high of $764.00. The firm’s fifty day simple moving average is $745.34 and its 200-day simple moving average is $706.76. The company has a market capitalization of $892.54 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.