KWB Wealth Has $8.29 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

KWB Wealth increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,141 shares of the company’s stock after buying an additional 68 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.1% of KWB Wealth’s investment portfolio, making the stock its 22nd biggest holding. KWB Wealth’s holdings in iShares Core S&P 500 ETF were worth $8,286,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Envestnet Asset Management Inc. lifted its position in iShares Core S&P 500 ETF by 21.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 36,046,952 shares of the company’s stock valued at $19,725,973,000 after acquiring an additional 6,319,531 shares in the last quarter. Marshall Wace LLP lifted its position in shares of iShares Core S&P 500 ETF by 34.5% during the 2nd 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 lifted its position in shares of iShares Core S&P 500 ETF by 2.5% during the 2nd quarter. Creative Planning now owns 21,110,972 shares of the company’s stock worth $11,552,557,000 after buying an additional 509,048 shares in the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares Core S&P 500 ETF by 60.7% during the 1st quarter. JPMorgan Chase & Co. now owns 20,161,417 shares of the company’s stock worth $10,599,462,000 after buying an additional 7,615,287 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 13,683,639 shares of the company’s stock worth $7,488,098,000 after buying an additional 237,585 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock traded down $3.19 during mid-day trading on Monday, hitting $572.50. 1,021,249 shares of the stock were exchanged, compared to its average volume of 5,268,667. iShares Core S&P 500 ETF has a 12 month low of $411.02 and a 12 month high of $577.47. The company has a 50-day simple moving average of $557.50 and a 200 day simple moving average of $541.34. The company has a market capitalization of $494.01 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.