iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Increased by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 67,090 shares of the company’s stock after acquiring an additional 1,015 shares during the period. iShares Core S&P 500 ETF comprises 4.2% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 5th largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $38,699,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. boosted its holdings in iShares Core S&P 500 ETF by 21.3% during the second quarter. Envestnet Asset Management Inc. now owns 36,046,952 shares of the company’s stock worth $19,725,973,000 after buying an additional 6,319,531 shares in the last quarter. Marshall Wace LLP boosted its holdings in iShares Core S&P 500 ETF by 34.5% during the second quarter. Marshall Wace LLP now owns 22,513,000 shares of the company’s stock worth $12,319,789,000 after buying an additional 5,774,400 shares in the last quarter. Creative Planning boosted its holdings in iShares Core S&P 500 ETF by 1.2% during the third quarter. Creative Planning now owns 21,368,471 shares of the company’s stock worth $12,325,761,000 after buying an additional 257,499 shares in the last quarter. Bank of New York Mellon Corp raised its position in iShares Core S&P 500 ETF by 1.8% during the second quarter. Bank of New York Mellon Corp now owns 13,683,639 shares of the company’s stock worth $7,488,098,000 after acquiring an additional 237,585 shares during the last quarter. Finally, International Assets Investment Management LLC raised its position in iShares Core S&P 500 ETF by 67,668.9% during the third quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock worth $5,910,868,000 after acquiring an additional 10,232,214 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.3 %

Shares of IVV opened at $598.45 on Friday. The stock has a market cap of $516.40 billion, a P/E ratio of 25.23 and a beta of 0.99. The company has a 50-day moving average of $582.31 and a two-hundred day moving average of $558.78. iShares Core S&P 500 ETF has a 12-month low of $455.41 and a 12-month high of $603.09.

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.