iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 43,189 shares of the company’s stock after selling 2,905 shares during the period. iShares Core S&P 500 ETF comprises approximately 5.3% of Waller Financial Planning Group Inc.’s holdings, making the stock its 7th largest position. Waller Financial Planning Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $19,250,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Kozak & Associates Inc. boosted its position in iShares Core S&P 500 ETF by 7,000.0% during the 2nd quarter. Kozak & Associates Inc. now owns 71 shares of the company’s stock worth $32,000 after acquiring an additional 70 shares during the period. Studio Investment Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $33,000. ZRC Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth approximately $43,000. Financial Freedom LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $52,000. Finally, Laffer Tengler Investments purchased a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $55,000.

iShares Core S&P 500 ETF Trading Up 0.7 %

IVV stock traded up $3.13 during midday trading on Thursday, reaching $452.01. The company had a trading volume of 888,159 shares, compared to its average volume of 4,000,266. iShares Core S&P 500 ETF has a 1 year low of $349.53 and a 1 year high of $461.88. The company has a market capitalization of $349.70 billion, a P/E ratio of 18.43 and a beta of 1.00. The company has a 50 day moving average of $449.61 and a two-hundred day moving average of $427.67.

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.