Evernest Financial Advisors LLC Has $16.78 Million Position in iShares Core S&P 500 ETF $IVV

Evernest Financial Advisors LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 27,020 shares of the company’s stock after selling 592 shares during the period. iShares Core S&P 500 ETF comprises 5.4% of Evernest Financial Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Evernest Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $16,777,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 6.4% during the first quarter. Envestnet Asset Management Inc. now owns 35,694,204 shares of the company’s stock worth $20,056,573,000 after buying an additional 2,160,133 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P 500 ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock worth $17,586,070,000 after buying an additional 768,618 shares in the last quarter. New Vernon Capital Holdings II LLC increased its holdings in shares of iShares Core S&P 500 ETF by 53,779.2% during the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after buying an additional 24,729,312 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P 500 ETF by 31.4% during the first quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock worth $13,425,259,000 after buying an additional 5,708,115 shares in the last quarter. Finally, PNC Financial Services Group Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the first quarter. PNC Financial Services Group Inc. now owns 15,270,271 shares of the company’s stock worth $8,580,365,000 after buying an additional 146,638 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

NYSEARCA IVV opened at $667.69 on Friday. The firm has a market cap of $697.70 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average of $657.92 and a 200-day moving average of $614.02. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $677.20.

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.