iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Position Lifted by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 524,008 shares of the company’s stock after purchasing an additional 15,561 shares during the quarter. iShares Core S&P 500 ETF makes up 13.7% of Avidian Wealth Enterprises LLC’s investment portfolio, making the stock its largest holding. Avidian Wealth Enterprises LLC’s holdings in iShares Core S&P 500 ETF were worth $302,258,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Compass Ion Advisors LLC raised its position in iShares Core S&P 500 ETF by 27.5% in the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after acquiring an additional 2,278 shares during the period. Covestor Ltd raised its holdings in shares of iShares Core S&P 500 ETF by 321.1% in the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after purchasing an additional 61 shares during the period. Vanguard Group Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 10.0% in the 1st quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock worth $12,984,000 after purchasing an additional 2,252 shares during the period. Bluesphere Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 1.8% during the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares during the period. Finally, Anchor Capital Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 4.2% during the second quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock valued at $688,000 after purchasing an additional 51 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $579.45 on Wednesday. The firm has a market cap of $500.01 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $435.37 and a 1 year high of $588.93. The stock’s fifty day moving average price is $572.18 and its two-hundred day moving average price is $551.18.

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.