Avidian Wealth Enterprises LLC Has $329.93 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Avidian Wealth Enterprises LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 560,462 shares of the company’s stock after purchasing an additional 36,454 shares during the period. iShares Core S&P 500 ETF makes up about 14.8% of Avidian Wealth Enterprises LLC’s portfolio, making the stock its largest holding. Avidian Wealth Enterprises LLC owned approximately 0.06% of iShares Core S&P 500 ETF worth $329,933,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. SYM FINANCIAL Corp bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $30,000. Modus Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Safe Harbor Fiduciary LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $33,000. Finally, Cedar Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the period.

iShares Core S&P 500 ETF Trading Up 1.1 %

Shares of iShares Core S&P 500 ETF stock opened at $612.67 on Friday. The company has a 50 day moving average of $600.63 and a 200-day moving average of $582.36. iShares Core S&P 500 ETF has a 1-year low of $495.94 and a 1-year high of $613.79. The company has a market cap of $528.67 billion, a PE ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Company 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.