iShares Core S&P 500 ETF $IVV Stock Position Boosted by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,902 shares of the company’s stock after purchasing an additional 783 shares during the quarter. iShares Core S&P 500 ETF comprises 4.1% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 6th largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $46,116,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of IVV. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after purchasing an additional 1,190,963 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.7% during the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after acquiring an additional 201,983 shares during the period. JPMorgan Chase & Co. raised its holdings in iShares Core S&P 500 ETF by 18.3% during the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after purchasing an additional 4,378,977 shares in the last quarter. Creative Planning lifted its position in iShares Core S&P 500 ETF by 1.8% in the second quarter. Creative Planning now owns 22,229,974 shares of the company’s stock valued at $13,802,591,000 after purchasing an additional 398,230 shares during the period. Finally, Jones Financial Companies Lllp lifted its position in iShares Core S&P 500 ETF by 3.6% in the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after purchasing an additional 601,254 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $693.78 on Friday. The stock’s 50 day moving average price is $690.05 and its 200 day moving average price is $671.07. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The company has a market cap of $762.60 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.