Etesian Wealth Advisors Inc. Has $11.40 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Etesian Wealth Advisors Inc. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,365 shares of the company’s stock after buying an additional 1,113 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 4.3% of Etesian Wealth Advisors Inc.’s portfolio, making the stock its 6th largest holding. Etesian Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $11,403,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. grew its position in iShares Core S&P 500 ETF by 6.4% during the first quarter. Envestnet Asset Management Inc. now owns 35,694,204 shares of the company’s stock valued at $20,056,573,000 after buying an additional 2,160,133 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in iShares Core S&P 500 ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock valued at $17,586,070,000 after buying an additional 768,618 shares during the period. New Vernon Capital Holdings II LLC grew its position in iShares Core S&P 500 ETF by 53,779.2% during the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock valued at $13,921,238,000 after buying an additional 24,729,312 shares during the period. JPMorgan Chase & Co. grew its position in iShares Core S&P 500 ETF by 31.4% during the first quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after buying an additional 5,708,115 shares during the period. Finally, PNC Financial Services Group Inc. grew its position in iShares Core S&P 500 ETF by 1.0% during the first quarter. PNC Financial Services Group Inc. now owns 15,270,271 shares of the company’s stock valued at $8,580,365,000 after buying an additional 146,638 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $656.20 on Monday. The firm has a market cap of $685.11 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average of $654.83 and a 200 day moving average of $610.76. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $677.20.

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.