Everhart Financial Group Inc. Has $3.05 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Everhart Financial Group Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,427 shares of the company’s stock after buying an additional 250 shares during the period. Everhart Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $3,049,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Family Management Corp boosted its holdings in iShares Core S&P 500 ETF by 6.4% during the fourth quarter. Family Management Corp now owns 4,444 shares of the company’s stock worth $2,616,000 after purchasing an additional 266 shares during the last quarter. M Holdings Securities Inc. bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $35,343,000. Michels Family Financial LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $3,885,000. Dunhill Financial LLC lifted its holdings in iShares Core S&P 500 ETF by 107.7% during the fourth quarter. Dunhill Financial LLC now owns 783 shares of the company’s stock worth $461,000 after acquiring an additional 406 shares during the period. Finally, Successful Portfolios LLC boosted its position in iShares Core S&P 500 ETF by 3.8% in the first quarter. Successful Portfolios LLC now owns 10,227 shares of the company’s stock worth $5,747,000 after purchasing an additional 370 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $606.51 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $616.22. The stock has a fifty day moving average price of $567.91 and a 200-day moving average price of $583.25. The firm has a market cap of $595.50 billion, a PE ratio of 25.71 and a beta of 1.01.

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.