iShares Core S&P 500 ETF $IVV Shares Sold by EPG Wealth Management LLC

EPG Wealth Management LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 25,948 shares of the company’s stock after selling 6,930 shares during the quarter. iShares Core S&P 500 ETF comprises 4.8% of EPG Wealth Management LLC’s portfolio, making the stock its biggest holding. EPG Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,111,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in IVV. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $331,591,000. Bison Wealth LLC increased its position in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Wealth Group Ltd. increased its position in iShares Core S&P 500 ETF by 1.2% during the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock worth $110,748,000 after purchasing an additional 2,271 shares in the last quarter. NorthStar Asset Management LLC NJ acquired a new position in iShares Core S&P 500 ETF during the 1st quarter worth approximately $4,503,000. Finally, Bernardo Wealth Planning LLC increased its position in iShares Core S&P 500 ETF by 2.7% during the 1st quarter. Bernardo Wealth Planning LLC now owns 78,020 shares of the company’s stock worth $43,839,000 after purchasing an additional 2,059 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $685.23 on Monday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The stock has a market cap of $718.84 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $665.29 and a 200 day simple moving average of $626.16.

About iShares Core S&P 500 ETF

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.