Wealth Enhancement Advisory Services LLC Has $3.61 Billion Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wealth Enhancement Advisory Services LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,259,628 shares of the company’s stock after purchasing an additional 89,032 shares during the period. iShares Core S&P 500 ETF accounts for about 7.5% of Wealth Enhancement Advisory Services LLC’s portfolio, making the stock its biggest position. Wealth Enhancement Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $3,610,681,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in IVV. Compass Ion Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after purchasing an additional 2,278 shares in the last quarter. Bluesphere Advisors LLC grew its stake in iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after acquiring an additional 1,405 shares during the period. Mark Sheptoff Financial Planning LLC raised its position in shares of iShares Core S&P 500 ETF by 63.7% during the second quarter. Mark Sheptoff Financial Planning LLC now owns 928 shares of the company’s stock worth $508,000 after purchasing an additional 361 shares during the period. Sompo Asset Management Co. Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 102.4% in the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock worth $1,967,000 after purchasing an additional 1,819 shares in the last quarter. Finally, Daiwa Securities Group Inc. increased its stake in iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after purchasing an additional 95,234 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock traded down $9.35 during trading hours on Friday, reaching $582.84. The company’s stock had a trading volume of 1,910,722 shares, compared to its average volume of 5,065,448. The company has a market capitalization of $502.93 billion, a P/E ratio of 25.23 and a beta of 0.99. The stock’s fifty day simple moving average is $597.81 and its two-hundred day simple moving average is $574.14. iShares Core S&P 500 ETF has a one year low of $472.11 and a one year high of $612.09.

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.