iShares Core S&P 500 ETF $IVV is Evernest Financial Advisors LLC’s 10th Largest Position

Evernest Financial Advisors LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,208 shares of the company’s stock after selling 725 shares during the period. iShares Core S&P 500 ETF comprises 3.2% of Evernest Financial Advisors LLC’s portfolio, making the stock its 10th largest holding. Evernest Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $15,238,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Anchor Investment Management LLC grew its stake in iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the period. Wealth Effects LLC lifted its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 0.3% in the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock valued at $3,272,000 after purchasing an additional 15 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.7%

Shares of NYSEARCA:IVV opened at $752.58 on Tuesday. The company has a market cap of $889.40 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a fifty day simple moving average of $746.82 and a 200-day simple moving average of $707.69. iShares Core S&P 500 ETF has a 52 week low of $621.05 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.