Planning Alternatives Ltd. ADV Has $240.23 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Planning Alternatives Ltd. ADV cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 408,087 shares of the company’s stock after selling 3,331 shares during the period. iShares Core S&P 500 ETF makes up about 36.9% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P 500 ETF were worth $240,233,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IVV. SYM FINANCIAL Corp bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $30,000. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Ulland Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $33,000. Finally, Advantage Trust Co bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $36,000.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $586.79 on Tuesday. The firm has a market capitalization of $583.65 billion, a price-to-earnings ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22. The business has a 50 day simple moving average of $600.86 and a 200-day simple moving average of $588.59.

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.