Cornerstone Planning Group LLC Has $11.73 Million Stake in iShares Core S&P 500 ETF $IVV

Cornerstone Planning Group LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 55.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 17,958 shares of the ETF’s stock after purchasing an additional 6,417 shares during the period. iShares Core S&P 500 ETF accounts for 1.6% of Cornerstone Planning Group LLC’s investment portfolio, making the stock its 17th biggest holding. Cornerstone Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $11,730,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth $26,000. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $29,000. GS Investments Inc. lifted its stake in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $38,000. Finally, Imprint Wealth LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth about $39,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 1.0%

Shares of NYSEARCA IVV opened at $746.72 on Friday. iShares Core S&P 500 ETF has a one year low of $622.31 and a one year high of $764.00. The business has a 50-day moving average price of $748.30 and a two-hundred day moving average price of $709.28. The firm has a market capitalization of $879.71 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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