iShares Core S&P 500 ETF $IVV Shares Purchased by Ridgeline Wealth Planning LLC

Ridgeline Wealth Planning LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 49.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,916 shares of the company’s stock after buying an additional 964 shares during the period. iShares Core S&P 500 ETF accounts for 1.5% of Ridgeline Wealth Planning LLC’s investment portfolio, making the stock its 13th largest position. Ridgeline Wealth Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $1,811,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Johnson Bixby & Associates LLC boosted its stake in 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 buying an additional 16 shares during the last quarter. Activest Wealth Management boosted its stake in iShares Core S&P 500 ETF by 1.5% during the first quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock worth $643,000 after buying an additional 17 shares during the last quarter. Greenfield Savings Bank boosted its stake in iShares Core S&P 500 ETF by 2.0% during the second quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock worth $540,000 after buying an additional 17 shares during the last quarter. Next Level Private LLC boosted its stake in iShares Core S&P 500 ETF by 1.6% during the second quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock worth $676,000 after buying an additional 17 shares during the last quarter. Finally, Defined Financial Planning LLC boosted its stake in iShares Core S&P 500 ETF by 3.7% during the second quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock worth $300,000 after buying an additional 17 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $656.20 on Monday. The stock’s fifty day moving average is $654.83 and its two-hundred day moving average is $610.76. The firm has a market capitalization of $685.11 billion, a P/E 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 $677.20.

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.