EP Wealth Advisors LLC Acquires 91,254 Shares of iShares Core S&P 500 ETF $IVV

EP Wealth Advisors LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 104.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 178,759 shares of the company’s stock after purchasing an additional 91,254 shares during the quarter. iShares Core S&P 500 ETF comprises 0.7% of EP Wealth Advisors LLC’s holdings, making the stock its 29th biggest position. EP Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $110,992,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Patton Albertson Miller Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 42.5% during the first quarter. Patton Albertson Miller Group LLC now owns 48,517 shares of the company’s stock worth $27,262,000 after buying an additional 14,465 shares during the period. Nuveen LLC bought a new position in shares of iShares Core S&P 500 ETF during the first quarter worth about $49,073,000. Finally, Russell Investments Group Ltd. raised its position in iShares Core S&P 500 ETF by 17.2% in the 1st quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock valued at $5,547,000 after buying an additional 1,449 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $685.17 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The stock’s 50 day moving average price is $677.95 and its two-hundred day moving average price is $649.03. The stock has a market capitalization of $719.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.