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Avantax Planning Partners Inc. Lowers Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Avantax Planning Partners Inc. lowered its position in iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 15.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,247 shares of the company’s stock after selling 422 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares S&P 500 ETF were worth $852,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Tacita Capital Inc purchased a new stake in shares of iShares S&P 500 ETF in the first quarter valued at about $34,000. Toth Financial Advisory Corp raised its holdings in shares of iShares S&P 500 ETF by 189.3% in the first quarter. Toth Financial Advisory Corp now owns 81 shares of the company’s stock valued at $37,000 after purchasing an additional 53 shares during the last quarter. Clean Yield Group raised its holdings in shares of iShares S&P 500 ETF by 625.0% in the first quarter. Clean Yield Group now owns 87 shares of the company’s stock valued at $39,000 after purchasing an additional 75 shares during the last quarter. Joseph P. Lucia & Associates LLC bought a new position in iShares S&P 500 ETF during the first quarter valued at about $48,000. Finally, Citizens National Bank Trust Department bought a new position in iShares S&P 500 ETF during the fourth quarter valued at about $57,000.

iShares S&P 500 ETF Stock Performance

IVV opened at $371.42 on Monday. The firm has a 50-day moving average of $405.47 and a 200 day moving average of $411.06. iShares S&P 500 ETF has a fifty-two week low of $364.03 and a fifty-two week high of $482.07.

About iShares S&P 500 ETF

(Get Rating)

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.

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