iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,348 shares of the company’s stock after selling 59 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,971,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Commons Capital LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $763,000. Roberts Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 2,177 shares of the company’s stock worth $1,297,000 after purchasing an additional 33 shares during the period. Fort Washington Investment Advisors Inc. OH grew its stake in shares of iShares Core S&P 500 ETF by 5.7% during the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 434,961 shares of the company’s stock worth $256,053,000 after purchasing an additional 23,648 shares during the period. Wall Street Financial Group Inc. grew its stake in shares of iShares Core S&P 500 ETF by 16.4% during the 4th quarter. Wall Street Financial Group Inc. now owns 17,324 shares of the company’s stock worth $10,198,000 after purchasing an additional 2,442 shares during the period. Finally, Mogy Joel R Investment Counsel Inc. grew its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 5,229 shares of the company’s stock worth $3,078,000 after purchasing an additional 20 shares during the period.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $612.70 on Friday. The stock has a market capitalization of $528.70 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 $485.19 and a 12 month high of $612.70. The firm’s 50 day simple moving average is $598.56 and its 200-day simple moving average is $577.13.

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.