EP Wealth Advisors LLC Increases Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

EP Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 80,026 shares of the company’s stock after purchasing an additional 680 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $43,793,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. 1620 Investment Advisors Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the second quarter worth $36,000. Thompson Investment Management Inc. bought a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at about $37,000. Covestor Ltd grew its holdings 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 worth $42,000 after purchasing an additional 61 shares in the last quarter. Ables Iannone Moore & Associates Inc. bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $44,000. Finally, Richardson Financial Services Inc. purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $49,000.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $574.07 on Monday. The firm has a 50 day simple moving average of $555.13 and a two-hundred day simple moving average of $539.42. The stock has a market cap of $495.37 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $577.47.

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.