Sterling Financial Planning Inc. Acquires 134 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sterling Financial Planning Inc. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 13,210 shares of the company’s stock after purchasing an additional 134 shares during the quarter. iShares Core S&P 500 ETF comprises about 2.7% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 10th largest position. Sterling Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $6,309,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of IVV. Moneta Group Investment Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 117,228.0% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 195,582,257 shares of the company’s stock worth $75,144,659,000 after purchasing an additional 195,415,560 shares in the last quarter. International Assets Investment Management LLC boosted its stake in iShares Core S&P 500 ETF by 42,439.0% in the fourth quarter. International Assets Investment Management LLC now owns 8,628,195 shares of the company’s stock worth $4,121,085,000 after purchasing an additional 8,607,912 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Core S&P 500 ETF by 86.9% in the third quarter. JPMorgan Chase & Co. now owns 17,890,478 shares of the company’s stock worth $7,682,737,000 after purchasing an additional 8,316,251 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new position in iShares Core S&P 500 ETF in the third quarter worth $2,335,886,000. Finally, Morgan Stanley raised its position in shares of iShares Core S&P 500 ETF by 42.9% during the third quarter. Morgan Stanley now owns 17,592,483 shares of the company’s stock worth $7,554,741,000 after acquiring an additional 5,277,616 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock traded down $0.96 on Thursday, reaching $502.08. 4,807,607 shares of the stock were exchanged, compared to its average volume of 5,952,520. The stock has a market cap of $430.08 billion, a PE ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $405.54 and a one year high of $527.16. The stock has a 50 day moving average price of $513.62 and a 200 day moving average price of $477.98.

iShares Core S&P 500 ETF 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.