iShares Core S&P 500 ETF $IVV Stock Sold by One Wealth Capital Management LLC

One Wealth Capital Management LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,611 shares of the ETF’s stock after selling 6,529 shares during the period. iShares Core S&P 500 ETF makes up 9.6% of One Wealth Capital Management LLC’s portfolio, making the stock its 2nd largest holding. One Wealth Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $25,741,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Citrine Capital LLC raised its stake in iShares Core S&P 500 ETF by 2.8% during the 3rd quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock valued at $363,000 after purchasing an additional 13 shares during the last quarter. Punch & Associates Investment Management Inc. boosted its holdings in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Hidden Cove Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after purchasing an additional 14 shares during the period. IFC & Insurance Marketing Inc. grew its position in iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock worth $284,000 after purchasing an additional 14 shares during the last quarter. Finally, Sharp Wealth Advisory LLC grew its position in iShares Core S&P 500 ETF by 1.3% in the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock worth $757,000 after purchasing an additional 15 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

NYSEARCA:IVV opened at $768.69 on Tuesday. The firm’s 50-day moving average is $771.20 and its 200-day moving average is $729.94. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $785.03. The company has a market cap of $881.38 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.