Evolution Wealth Management Inc. Acquires Shares of 3,010 iShares Core S&P 500 ETF $IVV

Evolution Wealth Management Inc. bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 3,010 shares of the company’s stock, valued at approximately $1,869,000. iShares Core S&P 500 ETF makes up about 2.3% of Evolution Wealth Management Inc.’s portfolio, making the stock its 5th largest position.

Several other institutional investors have also modified their holdings of the business. Johnson Bixby & Associates LLC increased its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock worth $871,000 after purchasing an additional 16 shares during the last quarter. Wealth Watch Advisors INC boosted its stake in shares of iShares Core S&P 500 ETF by 1.5% during the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after buying an additional 16 shares during the last quarter. Culbertson A N & Co. Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% during the 2nd quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock valued at $882,000 after buying an additional 16 shares during the last quarter. Synergy Financial Group LTD grew its position in shares of iShares Core S&P 500 ETF by 2.5% during the second quarter. Synergy Financial Group LTD now owns 661 shares of the company’s stock worth $410,000 after buying an additional 16 shares in the last quarter. Finally, Activest Wealth Management increased its stake in shares of iShares Core S&P 500 ETF by 1.5% in the first quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock worth $643,000 after buying an additional 17 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $685.17 on Monday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.07. The stock has a market capitalization of $719.09 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $677.95 and its 200 day moving average price is $649.83.

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.