Wescott Financial Advisory Group LLC Purchases 1,963 Shares of iShares Core S&P 500 ETF $IVV

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

Several other institutional investors also recently made changes to their positions in IVV. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC grew its holdings in shares of 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 valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings 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 purchasing an additional 45 shares during the last quarter. First Trust Advisors LP grew its holdings 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 purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. grew its holdings 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 purchasing an additional 97 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 1.7%

NYSEARCA:IVV opened at $741.05 on Friday. The firm has a market capitalization of $818.30 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average of $723.67 and a 200-day moving average of $697.90. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00.

About iShares Core S&P 500 ETF

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.