Onyx Bridge Wealth Group LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 149,012 shares of the company’s stock after selling 14,537 shares during the period. iShares Core S&P 500 ETF accounts for approximately 10.5% of Onyx Bridge Wealth Group LLC’s holdings, making the stock its largest position. Onyx Bridge Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $97,336,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the last quarter. Hubbell Strickland Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the last quarter. Belpointe Asset Management LLC grew its position in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the period. Atria Investments Inc grew its position in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the period. Finally, M&T Bank Corp increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock worth $896,587,000 after purchasing an additional 10,723 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV stock opened at $744.19 on Tuesday. The firm’s 50-day moving average is $739.44 and its 200-day moving average is $702.97. The stock has a market cap of $821.77 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $617.99 and a 52-week high of $764.00.
About iShares Core S&P 500 ETF
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.
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