Essential Planning LLC. Decreases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Essential Planning LLC. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,155 shares of the company’s stock after selling 170 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.4% of Essential Planning LLC.’s portfolio, making the stock its 8th largest position. Essential Planning LLC.’s holdings in iShares Core S&P 500 ETF were worth $5,858,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Balboa Wealth Partners grew its stake in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after acquiring an additional 17 shares during the period. Proffitt & Goodson Inc. boosted its stake in iShares Core S&P 500 ETF by 21.2% in the 2nd quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after purchasing an additional 18 shares during the period. TruWealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the period. Finally, Hassell Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the period.

iShares Core S&P 500 ETF Stock Down 1.3 %

NYSEARCA:IVV opened at $588.66 on Friday. The business’s 50-day moving average price is $578.55 and its two-hundred day moving average price is $555.91. iShares Core S&P 500 ETF has a twelve month low of $450.19 and a twelve month high of $603.09. The stock has a market cap of $507.95 billion, a P/E ratio of 25.23 and a beta of 0.99.

About iShares Core S&P 500 ETF

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.