Octavia Wealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 3,407 shares of the company’s stock after acquiring an additional 184 shares during the period. Octavia Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,965,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of the business. Asio Capital LLC raised its stake in shares of iShares Core S&P 500 ETF by 12.6% during the third quarter. Asio Capital LLC now owns 66,899 shares of the company’s stock valued at $38,589,000 after acquiring an additional 7,477 shares during the last quarter. Valeo Financial Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.7% during the third quarter. Valeo Financial Advisors LLC now owns 182,848 shares of the company’s stock valued at $105,470,000 after acquiring an additional 4,807 shares during the last quarter. Fiduciary Financial Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 11.8% during the third quarter. Fiduciary Financial Group LLC now owns 1,313 shares of the company’s stock valued at $756,000 after acquiring an additional 139 shares during the last quarter. Mendota Financial Group LLC raised its stake in shares of iShares Core S&P 500 ETF by 3.5% during the third quarter. Mendota Financial Group LLC now owns 19,454 shares of the company’s stock valued at $11,221,000 after acquiring an additional 655 shares during the last quarter. Finally, LongView Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 15.4% during the third quarter. LongView Wealth Management now owns 1,442 shares of the company’s stock valued at $832,000 after acquiring an additional 192 shares during the last quarter.
iShares Core S&P 500 ETF Stock Up 0.6 %
IVV stock opened at $582.35 on Friday. The firm has a market cap of $502.51 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $583.09. The company’s fifty day simple moving average is $560.69 and its 200 day simple moving average is $542.96.
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.
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