iShares Core S&P 500 ETF $IVV Stock Holdings Increased by SilverOak Wealth Management LLC

SilverOak Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 19.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,391 shares of the ETF’s stock after acquiring an additional 881 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.5% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 26th largest holding. SilverOak Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,129,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IVV. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 25.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock valued at $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after buying an additional 421,146 shares during the period. Nisa Investment Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 17.2% in the third quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after buying an additional 3,141,233 shares in the last quarter. Capula Management Ltd lifted its stake in iShares Core S&P 500 ETF by 1,374.6% in the first quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock valued at $5,940,934,000 after buying an additional 8,478,226 shares in the last quarter. Finally, Allianz Asset Management GmbH lifted its stake in iShares Core S&P 500 ETF by 386.5% in the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock valued at $3,577,965,000 after buying an additional 3,795,730 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.3%

iShares Core S&P 500 ETF stock opened at $757.88 on Wednesday. The company has a 50 day moving average of $770.40 and a 200-day moving average of $732.42. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The stock has a market capitalization of $868.80 billion, a PE ratio of 25.10 and a beta of 1.00.

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.