Prosperity Planning Inc. Trims Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Prosperity Planning Inc. lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,608 shares of the company’s stock after selling 43 shares during the period. Prosperity Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $947,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Balboa Wealth Partners increased its stake in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after purchasing an additional 17 shares in the last quarter. TruWealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after buying an additional 18 shares in the last quarter. Lewis Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.6 %

NYSEARCA:IVV opened at $609.30 on Thursday. The company has a market capitalization of $525.76 billion, a P/E ratio of 25.23 and a beta of 0.99. The firm has a 50-day moving average price of $598.38 and a two-hundred day moving average price of $576.90. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $612.09.

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.