Avidian Wealth Enterprises LLC Increases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Avidian Wealth Enterprises LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 524,008 shares of the company’s stock after acquiring an additional 15,561 shares during the period. iShares Core S&P 500 ETF makes up about 13.7% of Avidian Wealth Enterprises LLC’s holdings, making the stock its largest position. Avidian Wealth Enterprises LLC owned 0.06% of iShares Core S&P 500 ETF worth $302,258,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of IVV. Compass Ion Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares during the last quarter. Covestor Ltd boosted its position in shares of iShares Core S&P 500 ETF by 321.1% during the first quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after buying an additional 61 shares during the last quarter. Vanguard Group Inc. grew its holdings in iShares Core S&P 500 ETF by 10.0% during the first quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock worth $12,984,000 after buying an additional 2,252 shares in the last quarter. Bluesphere Advisors LLC raised its position in iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after buying an additional 1,405 shares during the last quarter. Finally, Anchor Capital Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 4.2% during the 2nd quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock valued at $688,000 after acquiring an additional 51 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV opened at $579.45 on Wednesday. iShares Core S&P 500 ETF has a 1 year low of $435.37 and a 1 year high of $588.93. The company has a market capitalization of $500.01 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’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 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.