iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 560,462 shares of the company’s stock after purchasing an additional 36,454 shares during the quarter. iShares Core S&P 500 ETF makes up about 14.8% of Avidian Wealth Enterprises LLC’s portfolio, making the stock its largest holding. Avidian Wealth Enterprises LLC’s holdings in iShares Core S&P 500 ETF were worth $329,933,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. SYM FINANCIAL Corp acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $30,000. Modus Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth $32,000. Safe Harbor Fiduciary LLC acquired a new stake in iShares Core S&P 500 ETF in the third quarter worth $33,000. Finally, Cedar Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the period.

iShares Core S&P 500 ETF Trading Up 1.1 %

NYSEARCA:IVV opened at $612.67 on Friday. The stock has a market capitalization of $528.67 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm has a fifty day simple moving average of $600.63 and a two-hundred day simple moving average of $582.36. iShares Core S&P 500 ETF has a 12 month low of $495.94 and a 12 month high of $613.79.

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.