Next Level Wealth Planning LLC Takes $1.35 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Next Level Wealth Planning LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,285 shares of the company’s stock, valued at approximately $1,345,000. iShares Core S&P 500 ETF comprises approximately 1.1% of Next Level Wealth Planning LLC’s portfolio, making the stock its 10th largest holding.

A number of other institutional investors also recently modified their holdings of IVV. SYM FINANCIAL Corp bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $30,000. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $33,000. Finally, Cedar Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $612.68 on Monday. The company has a 50 day moving average price of $600.72 and a 200 day moving average price of $583.29. iShares Core S&P 500 ETF has a fifty-two week low of $495.94 and a fifty-two week high of $613.93. The stock has a market capitalization of $528.68 billion, a PE ratio of 25.23 and a beta of 0.99.

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.