iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Increased by SkyOak Wealth LLC

SkyOak Wealth LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,462 shares of the company’s stock after purchasing an additional 97 shares during the period. SkyOak Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $1,450,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of IVV. Compass Ion Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 27.5% in the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after acquiring an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after acquiring an additional 1,405 shares during the last quarter. Daiwa Securities Group Inc. increased its stake in shares of iShares Core S&P 500 ETF by 35.9% in the third quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after acquiring an additional 95,234 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 23.3% in the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after acquiring an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 5.0% during the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock worth $1,003,000 after buying an additional 83 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $604.69 on Wednesday. The company has a market capitalization of $521.79 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $492.59 and a one year high of $613.79. The company’s fifty day moving average price is $600.43 and its two-hundred day moving average price is $579.78.

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.