One Wealth Management Investment & Advisory Services LLC Sells 101 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

One Wealth Management Investment & Advisory Services LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,749 shares of the company’s stock after selling 101 shares during the period. iShares Core S&P 500 ETF makes up 4.4% of One Wealth Management Investment & Advisory Services LLC’s holdings, making the stock its 8th biggest holding. One Wealth Management Investment & Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $2,796,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Balboa Wealth Partners boosted its position in shares of iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the period. TruWealth Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares during the period. Lewis Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.6% in the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the period. Finally, Sandbox Financial Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Down 0.3 %

iShares Core S&P 500 ETF stock opened at $610.89 on Friday. The stock has a market cap of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business has a 50-day simple moving average of $599.34 and a 200 day simple moving average of $577.74. iShares Core S&P 500 ETF has a 52 week low of $485.19 and a 52 week high of $613.79.

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.