EP Wealth Advisors LLC Purchases 91,254 Shares of iShares Core S&P 500 ETF $IVV

EP Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 104.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 178,759 shares of the company’s stock after buying an additional 91,254 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.7% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest position. EP Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $110,992,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. New Vernon Capital Holdings II LLC increased its stake in shares of iShares Core S&P 500 ETF by 53,779.2% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after purchasing an additional 24,729,312 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in iShares Core S&P 500 ETF by 18.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after purchasing an additional 4,378,977 shares during the last quarter. Millennium Management LLC grew its holdings in iShares Core S&P 500 ETF by 67.7% during the first quarter. Millennium Management LLC now owns 9,308,270 shares of the company’s stock worth $5,230,317,000 after purchasing an additional 3,757,143 shares during the period. Laurel Wealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 63,164.8% during the second quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after purchasing an additional 2,743,878 shares during the period. Finally, Jones Financial Companies Lllp increased its position in iShares Core S&P 500 ETF by 21.5% during the first quarter. Jones Financial Companies Lllp now owns 14,644,144 shares of the company’s stock worth $7,861,763,000 after buying an additional 2,592,493 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 1.1%

IVV opened at $685.17 on Friday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.07. The business has a 50 day moving average of $677.95 and a 200-day moving average of $649.03. The stock has a market cap of $719.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.