Laurel Wealth Planning LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Laurel Wealth Planning LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,774 shares of the company’s stock after selling 305 shares during the period. iShares Core S&P 500 ETF makes up 1.8% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its 19th largest position. Laurel Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $2,810,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. SYM FINANCIAL Corp purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $30,000. Modus Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $32,000. Ulland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $32,000. Safe Harbor Fiduciary LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $33,000. Finally, Cedar Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock valued at $39,000 after buying an additional 39 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 0.4 %

Shares of NYSEARCA IVV opened at $613.46 on Friday. The stock has a market cap of $529.35 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $616.22. The stock’s 50-day moving average is $601.22 and its 200 day moving average is $584.94.

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.