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

Octavia Wealth Advisors LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the fourth quarter, Holdings Channel.com reports. The fund 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.

Other institutional investors have also recently added to or reduced their stakes in the company. Creative Planning lifted its holdings in iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in iShares Core S&P 500 ETF by 11.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. International Assets Investment Management LLC lifted its holdings in iShares Core S&P 500 ETF by 67,668.9% in the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after purchasing an additional 10,232,214 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,017,271 shares of the company’s stock valued at $3,840,931,000 after purchasing an additional 54,693 shares in the last quarter. Finally, Truist Financial Corp lifted its holdings in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Truist Financial Corp now owns 6,876,318 shares of the company’s stock valued at $3,762,928,000 after purchasing an additional 53,200 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $612.70 on Friday. The stock’s fifty day moving average is $598.56 and its two-hundred day moving average is $577.13. The firm has a market capitalization of $528.70 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $612.70.

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.