SilverOak Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 32.5% in the 1st quarter, HoldingsChannel reports. The fund owned 7,485 shares of the company’s stock after purchasing an additional 1,836 shares during the quarter. iShares Core S&P 500 ETF comprises 0.9% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 15th largest position. SilverOak Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,206,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in the stock. Mesirow Institutional Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Mesirow Institutional Investment Management Inc. now owns 4,551 shares of the company’s stock worth $2,679,000 after acquiring an additional 17 shares during the last quarter. D L Carlson Investment Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 1.6% during the fourth quarter. D L Carlson Investment Group Inc. now owns 1,239 shares of the company’s stock valued at $729,000 after buying an additional 19 shares during the last quarter. Foresight Capital Management Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF by 0.3% during the first quarter. Foresight Capital Management Advisors Inc. now owns 7,048 shares of the company’s stock valued at $3,960,000 after buying an additional 19 shares during the last quarter. Westside Investment Management Inc. raised its position in shares of iShares Core S&P 500 ETF by 2.3% during the first quarter. Westside Investment Management Inc. now owns 849 shares of the company’s stock valued at $477,000 after buying an additional 19 shares during the last quarter. Finally, Napatree Capital LLC raised its position in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Napatree Capital LLC now owns 4,869 shares of the company’s stock valued at $2,866,000 after buying an additional 20 shares during the last quarter. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $623.83 on Tuesday. The company has a 50-day simple moving average of $594.61 and a 200-day simple moving average of $583.83. The firm has a market capitalization of $628.10 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $629.25.
iShares Core S&P 500 ETF Company 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.
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