iShares S&P 500 Index (NYSEARCA:IVV) is WealthPLAN Partners LLC’s 10th Largest Position

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WealthPLAN Partners LLC lifted its position in iShares S&P 500 Index (NYSEARCA:IVV) by 6.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,105 shares of the company’s stock after purchasing an additional 1,363 shares during the period. iShares S&P 500 Index comprises 1.2% of WealthPLAN Partners LLC’s portfolio, making the stock its 10th largest holding. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Index were worth $5,600,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. CNB Bank bought a new stake in shares of iShares S&P 500 Index in the 4th quarter valued at about $299,000. Sequoia Financial Advisors LLC grew its position in iShares S&P 500 Index by 14.4% during the 4th quarter. Sequoia Financial Advisors LLC now owns 17,765 shares of the company’s stock worth $4,776,000 after purchasing an additional 2,238 shares during the last quarter. Sawtooth Solutions LLC grew its position in iShares S&P 500 Index by 140.3% during the 4th quarter. Sawtooth Solutions LLC now owns 54,046 shares of the company’s stock worth $14,530,000 after purchasing an additional 31,559 shares during the last quarter. Rezny Wealth Management Inc. lifted its stake in iShares S&P 500 Index by 3.3% during the 4th quarter. Rezny Wealth Management Inc. now owns 63,241 shares of the company’s stock valued at $17,002,000 after acquiring an additional 2,026 shares during the period. Finally, Conrad N. Hilton Foundation acquired a new stake in iShares S&P 500 Index during the 4th quarter valued at approximately $80,114,000.

iShares S&P 500 Index opened at $273.05 on Friday, MarketBeat.com reports. iShares S&P 500 Index has a fifty-two week low of $241.96 and a fifty-two week high of $288.69.

The company also recently disclosed a quarterly dividend, which will be paid on Monday, July 2nd. Investors of record on Wednesday, June 27th will be issued a $1.2812 dividend. The ex-dividend date is Tuesday, June 26th. This represents a $5.12 dividend on an annualized basis and a dividend yield of 1.88%. This is a positive change from iShares S&P 500 Index’s previous quarterly dividend of $1.27.

iShares S&P 500 Index 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.

Institutional Ownership by Quarter for iShares S&P 500 Index (NYSEARCA:IVV)

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