Bernardo Wealth Planning LLC Has $57.09 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Bernardo Wealth Planning LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 85,298 shares of the company’s stock after purchasing an additional 3,288 shares during the period. iShares Core S&P 500 ETF comprises about 11.2% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its biggest holding. Bernardo Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $57,090,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of IVV. Falcon Wealth Planning raised its position in shares of iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after acquiring an additional 15 shares in the last quarter. Atwood & Palmer Inc. increased its stake in iShares Core S&P 500 ETF by 0.9% during the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after purchasing an additional 15 shares during the last quarter. Johnson Bixby & Associates LLC raised its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the second quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock worth $871,000 after purchasing an additional 16 shares during the period. Wealth Watch Advisors INC lifted its position in shares of iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after buying an additional 16 shares during the last quarter. Finally, Culbertson A N & Co. Inc. lifted its position in shares of iShares Core S&P 500 ETF by 1.1% in the 2nd quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock worth $882,000 after buying an additional 16 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.3%

Shares of NYSEARCA:IVV opened at $692.63 on Thursday. The company has a market cap of $767.09 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $697.02. The firm has a 50-day simple moving average of $682.75 and a 200 day simple moving average of $660.54.

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.