One Wealth Management Investment & Advisory Services LLC Has $2.80 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

One Wealth Management Investment & Advisory Services LLC cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,749 shares of the company’s stock after selling 101 shares during the quarter. iShares Core S&P 500 ETF makes up about 4.4% of One Wealth Management Investment & Advisory Services LLC’s investment portfolio, making the stock its 8th largest position. One Wealth Management Investment & Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $2,796,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Modus Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $32,000. Ulland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter worth approximately $33,000. Cedar Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 139.3% in the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the last quarter. Finally, Kennebec Savings Bank purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $40,000.

iShares Core S&P 500 ETF Stock Down 0.3 %

Shares of IVV opened at $610.89 on Friday. The stock has a market capitalization of $527.14 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $485.19 and a twelve month high of $613.79. The firm has a fifty day simple moving average of $599.34 and a two-hundred day simple moving average of $577.74.

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.