Avidian Wealth Enterprises LLC Has $414.09 Million Position in iShares Core S&P 500 ETF $IVV

Avidian Wealth Enterprises LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 618,683 shares of the company’s stock after purchasing an additional 12,426 shares during the period. iShares Core S&P 500 ETF accounts for 15.6% of Avidian Wealth Enterprises LLC’s holdings, making the stock its biggest position. Avidian Wealth Enterprises LLC owned about 0.06% of iShares Core S&P 500 ETF worth $414,085,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its stake in shares of 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 buying an additional 1,511 shares during the last quarter. Financial Harvest LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $318,000. Sentinel Pension Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.6% during the 2nd quarter. Sentinel Pension Advisors LLC now owns 3,525 shares of the company’s stock worth $2,189,000 after buying an additional 57 shares during the period. Finally, Foster Group Inc. grew its stake in iShares Core S&P 500 ETF by 4.6% in the 2nd quarter. Foster Group Inc. now owns 82,761 shares of the company’s stock valued at $51,387,000 after buying an additional 3,658 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 2.0%

iShares Core S&P 500 ETF stock opened at $680.60 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The stock has a market cap of $750.26 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average price is $684.94 and its two-hundred day moving average price is $665.66.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.