Center for Financial Planning Inc. Raises Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Center for Financial Planning Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 866 shares of the company’s stock after acquiring an additional 49 shares during the quarter. Center for Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $414,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Arvest Investments Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at $21,775,000. Stewardship Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 33.2% in the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after purchasing an additional 20,951 shares in the last quarter. Colonial River Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at about $2,596,000. Csenge Advisory Group grew its position in iShares Core S&P 500 ETF by 7.3% during the third quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock worth $20,679,000 after buying an additional 3,256 shares during the period. Finally, Sage Financial Management Group Inc. purchased a new position in iShares Core S&P 500 ETF in the third quarter valued at about $19,984,000.

iShares Core S&P 500 ETF Trading Down 1.4 %

IVV stock opened at $513.31 on Monday. The firm has a 50 day moving average of $513.13 and a 200-day moving average of $476.72. The company has a market cap of $397.12 billion, a price-to-earnings ratio of 18.43 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $405.54 and a 12-month high of $527.16.

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.