iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by PDS Planning Inc

PDS Planning Inc boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 150,973 shares of the company’s stock after buying an additional 2,418 shares during the quarter. iShares Core S&P 500 ETF makes up about 7.0% of PDS Planning Inc’s holdings, making the stock its 2nd biggest holding. PDS Planning Inc’s holdings in iShares Core S&P 500 ETF were worth $101,046,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $331,591,000. Bison Wealth LLC grew its position in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the last quarter. Tolleson Wealth Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 5.7% during the first quarter. Tolleson Wealth Management Inc. now owns 4,923 shares of the company’s stock valued at $2,766,000 after buying an additional 267 shares during the period. Coordinated Financial Services Inc. CO bought a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $16,484,000. Finally, Legacy Wealth Managment LLC ID lifted its stake in iShares Core S&P 500 ETF by 694.7% in the first quarter. Legacy Wealth Managment LLC ID now owns 1,637 shares of the company’s stock worth $920,000 after acquiring an additional 1,431 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.2%

NYSEARCA:IVV opened at $686.19 on Monday. The firm’s fifty day simple moving average is $682.57 and its 200 day simple moving average is $658.97. The stock has a market cap of $761.71 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $694.70.

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.