Next Level Wealth Planning LLC Sells 74 Shares of iShares Core S&P 500 ETF $IVV

Next Level Wealth Planning LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,359 shares of the company’s stock after selling 74 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 0.9% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 11th largest position. Next Level Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $1,464,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Flaharty Asset Management LLC purchased a new position in iShares Core S&P 500 ETF during the first quarter worth $28,000. Lord & Richards Wealth Management LLC purchased a new position in iShares Core S&P 500 ETF during the first quarter worth $31,000. Cheviot Value Management LLC purchased a new position in iShares Core S&P 500 ETF during the first quarter worth $52,000. Inlight Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at $60,000. Finally, Creative Capital Management Investments LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at $80,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.6%

Shares of IVV opened at $676.42 on Thursday. The firm has a market capitalization of $708.14 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $676.49. The firm has a fifty day moving average price of $653.40 and a 200-day moving average price of $608.99.

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.