Planned Solutions Inc. Takes $5.55 Million Position in iShares Large Cap Deep Buffer ETF (NYSEARCA:IVVB)

Planned Solutions Inc. purchased a new position in iShares Large Cap Deep Buffer ETF (NYSEARCA:IVVB) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 181,864 shares of the company’s stock, valued at approximately $5,554,000. iShares Large Cap Deep Buffer ETF accounts for about 2.2% of Planned Solutions Inc.’s investment portfolio, making the stock its 12th biggest position. Planned Solutions Inc. owned approximately 0.09% of iShares Large Cap Deep Buffer ETF at the end of the most recent quarter.

Separately, Captrust Financial Advisors increased its position in iShares Large Cap Deep Buffer ETF by 43.2% in the third quarter. Captrust Financial Advisors now owns 243,967 shares of the company’s stock worth $7,382,000 after buying an additional 73,616 shares during the last quarter.

iShares Large Cap Deep Buffer ETF Stock Performance

Shares of IVVB opened at $30.95 on Tuesday. iShares Large Cap Deep Buffer ETF has a 1 year low of $25.92 and a 1 year high of $31.66. The stock’s fifty day moving average price is $31.07 and its two-hundred day moving average price is $30.09.

iShares Large Cap Deep Buffer ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, January 3rd. Shareholders of record on Monday, December 30th were issued a dividend of $0.2656 per share. The ex-dividend date of this dividend was Monday, December 30th.

iShares Large Cap Deep Buffer ETF Profile

The iShares Large Cap Deep Buffer ETF (IVVB) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to participate in the price movement of US large-cap stocks, up to a cap, while applying a downside hedge against declines occurring in the range of 5-20%, during a calendar quarter.