Walled Lake Planning & Wealth Management LLC Increases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Walled Lake Planning & Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% in the fourth quarter, HoldingsChannel reports. The firm owned 5,339 shares of the company’s stock after purchasing an additional 178 shares during the period. iShares Core S&P 500 ETF comprises about 1.2% of Walled Lake Planning & Wealth Management LLC’s portfolio, making the stock its 28th largest holding. Walled Lake Planning & Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,143,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. SYM FINANCIAL Corp bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $30,000. Murphy & Mullick Capital Management Corp acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $30,000. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $32,000.

iShares Core S&P 500 ETF Trading Down 2.0 %

IVV stock opened at $558.12 on Friday. The stock’s 50 day simple moving average is $591.49 and its 200 day simple moving average is $589.71. iShares Core S&P 500 ETF has a 12-month low of $496.30 and a 12-month high of $616.22. The firm has a market cap of $537.47 billion, a P/E ratio of 24.98 and a beta of 1.01.

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.