Prosperity Planning Inc. Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Prosperity Planning Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,093 shares of the company’s stock after purchasing an additional 137 shares during the period. Prosperity Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $1,477,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fulton Breakefield Broenniman LLC boosted its position in iShares Core S&P 500 ETF by 8.4% during the third quarter. Fulton Breakefield Broenniman LLC now owns 101,610 shares of the company’s stock worth $43,634,000 after acquiring an additional 7,835 shares during the last quarter. Brookstone Capital Management raised its stake in iShares Core S&P 500 ETF by 3.5% during the third quarter. Brookstone Capital Management now owns 241,173 shares of the company’s stock worth $103,316,000 after purchasing an additional 8,112 shares during the period. Capital Planning LLC raised its stake in iShares Core S&P 500 ETF by 2.5% during the third quarter. Capital Planning LLC now owns 56,037 shares of the company’s stock worth $24,175,000 after purchasing an additional 1,364 shares during the period. PDS Planning Inc raised its stake in iShares Core S&P 500 ETF by 2.7% during the third quarter. PDS Planning Inc now owns 102,773 shares of the company’s stock worth $44,134,000 after purchasing an additional 2,687 shares during the period. Finally, Independent Investors Inc. purchased a new position in iShares Core S&P 500 ETF during the third quarter worth about $812,000.

iShares Core S&P 500 ETF Trading Down 0.3 %

iShares Core S&P 500 ETF stock traded down $1.58 during trading on Wednesday, hitting $502.86. The company had a trading volume of 5,059,261 shares, compared to its average volume of 5,791,926. The stock has a market cap of $430.75 billion, a price-to-earnings ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $405.54 and a 1-year high of $527.16. The company’s 50 day simple moving average is $514.39 and its 200-day simple moving average is $483.01.

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.