SilverOak Wealth Management LLC Sells 83 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

SilverOak Wealth Management LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,620 shares of the company’s stock after selling 83 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.7% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 19th biggest position. SilverOak Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,075,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Russell Investments Group Ltd. raised its stake in shares of iShares Core S&P 500 ETF by 26.5% during the fourth quarter. Russell Investments Group Ltd. now owns 215 shares of the company’s stock valued at $103,000 after acquiring an additional 45 shares in the last quarter. Vantage Financial Partners LLC raised its stake in iShares Core S&P 500 ETF by 45.3% in the fourth quarter. Vantage Financial Partners LLC now owns 37,601 shares of the company’s stock worth $17,959,000 after buying an additional 11,715 shares in the last quarter. Accretive Wealth Partners LLC raised its stake in iShares Core S&P 500 ETF by 4.4% in the fourth quarter. Accretive Wealth Partners LLC now owns 1,524 shares of the company’s stock worth $728,000 after buying an additional 64 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in iShares Core S&P 500 ETF by 32.5% in the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 1,483 shares of the company’s stock worth $708,000 after buying an additional 364 shares in the last quarter. Finally, Prairieview Wealth Partners LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $18,597,000.

iShares Core S&P 500 ETF Stock Up 0.5 %

Shares of NYSEARCA:IVV opened at $565.07 on Friday. The company has a market capitalization of $487.60 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52 week low of $411.02 and a 52 week high of $568.24. The firm has a 50 day moving average of $552.88 and a 200 day moving average of $535.03.

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.