Oxford Financial Group Ltd. Increases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Oxford Financial Group Ltd. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 92,399 shares of the company’s stock after purchasing an additional 2,435 shares during the quarter. iShares Core S&P 500 ETF accounts for 8.3% of Oxford Financial Group Ltd.’s portfolio, making the stock its 4th biggest holding. Oxford Financial Group Ltd.’s holdings in iShares Core S&P 500 ETF were worth $29,867,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Camden Capital LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $2,846,000. 20 20 Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $2,219,000. Fernwood Investment Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.7% in the fourth quarter. Fernwood Investment Management LLC now owns 19,679 shares of the company’s stock worth $6,361,000 after buying an additional 511 shares during the period. Prio Wealth Limited Partnership raised its stake in shares of iShares Core S&P 500 ETF by 19.7% in the fourth quarter. Prio Wealth Limited Partnership now owns 153,021 shares of the company’s stock worth $49,462,000 after buying an additional 25,149 shares during the period. Finally, Aptus Capital Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 340.4% in the fourth quarter. Aptus Capital Advisors LLC now owns 1,506 shares of the company’s stock worth $486,000 after buying an additional 1,164 shares during the period.

Shares of NYSEARCA IVV traded down $0.70 during trading on Wednesday, hitting $313.42. The company had a trading volume of 8,683,816 shares, compared to its average volume of 4,885,289. The stock has a 50 day simple moving average of $331.77 and a 200 day simple moving average of $311.95. iShares Core S&P 500 ETF has a 12 month low of $274.10 and a 12 month high of $340.63.

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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