Falcon Wealth Planning Sells 206 Shares of iShares Core S&P 500 ETF $IVV

Falcon Wealth Planning lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,126 shares of the company’s stock after selling 206 shares during the period. Falcon Wealth Planning’s holdings in iShares Core S&P 500 ETF were worth $2,562,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Flaharty Asset Management LLC bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $28,000. Lord & Richards Wealth Management LLC bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $31,000. Marquette Asset Management LLC boosted its holdings in iShares Core S&P 500 ETF by 51.9% in the first quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after acquiring an additional 27 shares in the last quarter. Cheviot Value Management LLC bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $52,000. Finally, Inlight Wealth Management LLC bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $60,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $664.89 on Friday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $670.55. The business’s 50 day simple moving average is $647.76 and its two-hundred day simple moving average is $603.33. The firm has a market cap of $669.74 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.