OneDigital Investment Advisors LLC Grows Position in iShares Core S&P 500 ETF $IVV

OneDigital Investment Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 219,553 shares of the company’s stock after buying an additional 3,872 shares during the period. iShares Core S&P 500 ETF accounts for approximately 1.5% of OneDigital Investment Advisors LLC’s portfolio, making the stock its 14th biggest holding. OneDigital Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $146,947,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Nvwm LLC raised its position in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares during the last quarter. Winnow Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter worth $61,000. Conquis Financial LLC purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter worth $82,000. Your Advocates Ltd. LLP increased its stake in iShares Core S&P 500 ETF by 51.6% in the second quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock valued at $86,000 after purchasing an additional 47 shares during the period. Finally, Darwin Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at about $92,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $692.50 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The firm has a 50-day simple moving average of $690.48 and a 200-day simple moving average of $675.13. The company has a market capitalization of $761.20 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.