Evergreen Wealth Partners LLC Invests $1.83 Million in iShares Core S&P 500 ETF $IVV

Evergreen Wealth Partners LLC purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,674 shares of the company’s stock, valued at approximately $1,832,000. iShares Core S&P 500 ETF accounts for about 1.5% of Evergreen Wealth Partners LLC’s portfolio, making the stock its 16th largest holding.

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

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $742.45 on Friday. iShares Core S&P 500 ETF has a 1-year low of $578.31 and a 1-year high of $753.02. The stock has a market cap of $819.85 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day simple moving average of $691.05 and a two-hundred day simple moving average of $688.30.

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. 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.