iShares Core S&P 500 ETF $IVV is Wescott Financial Advisory Group LLC’s 4th Largest Position

Wescott Financial Advisory Group LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 70,865 shares of the company’s stock after acquiring an additional 1,963 shares during the period. iShares Core S&P 500 ETF makes up 4.2% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 4th biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $48,538,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after acquiring an additional 45 shares in the last quarter. First Trust Advisors LP increased its holdings in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. raised its stake in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.7%

Shares of NYSEARCA IVV opened at $741.05 on Friday. The stock’s 50 day moving average price is $723.67 and its two-hundred day moving average price is $697.90. iShares Core S&P 500 ETF has a 52-week low of $594.71 and a 52-week high of $764.00. The stock has a market capitalization of $818.30 billion, a P/E 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.