EP Wealth Advisors LLC Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

EP Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 30.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 104,160 shares of the company’s stock after acquiring an additional 24,134 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $60,082,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IVV. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $33,000. 1620 Investment Advisors Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth $36,000. Cedar Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 139.3% in the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the period. Kennebec Savings Bank purchased a new position in iShares Core S&P 500 ETF during the third quarter valued at $40,000. Finally, Brooklyn Investment Group purchased a new stake in iShares Core S&P 500 ETF in the third quarter worth about $42,000.

iShares Core S&P 500 ETF Stock Up 0.2 %

IVV stock opened at $610.83 on Friday. The business’s 50-day moving average price is $588.40 and its 200-day moving average price is $563.48. The stock has a market cap of $527.09 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $456.80 and a twelve month high of $612.09.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

Further Reading

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

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