Cypress Financial Planning LLC Has $32.63 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cypress Financial Planning LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 55,422 shares of the company’s stock after selling 970 shares during the quarter. iShares Core S&P 500 ETF comprises 12.0% of Cypress Financial Planning LLC’s portfolio, making the stock its biggest holding. Cypress Financial Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $32,626,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Balboa Wealth Partners increased its stake in shares of 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 during the last quarter. TruWealth Advisors LLC boosted its stake in 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 grew its position in iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the last quarter. Finally, Indiana Trust & Investment Management Co raised its stake in iShares Core S&P 500 ETF by 0.5% during the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock worth $2,033,000 after acquiring an additional 19 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.1 %

IVV opened at $584.99 on Wednesday. The company has a market cap of $504.79 billion, a P/E ratio of 25.23 and a beta of 0.99. The company’s 50 day moving average is $598.35 and its 200-day moving average is $575.28. iShares Core S&P 500 ETF has a 1-year low of $472.11 and a 1-year 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.