O Connor Financial Group LLC Has $6.72 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

O Connor Financial Group LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,651 shares of the company’s stock after selling 1,188 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 3.5% of O Connor Financial Group LLC’s investment portfolio, making the stock its 11th largest holding. O Connor Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $6,720,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Jacobi Capital Management LLC increased its holdings in iShares Core S&P 500 ETF by 3.7% during the 4th quarter. Jacobi Capital Management LLC now owns 2,327 shares of the company’s stock worth $1,111,000 after purchasing an additional 84 shares in the last quarter. Kestra Advisory Services LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 6.0% in the fourth quarter. Kestra Advisory Services LLC now owns 549,805 shares of the company’s stock valued at $262,603,000 after purchasing an additional 30,877 shares in the last quarter. Waverly Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 85.2% during the fourth quarter. Waverly Advisors LLC now owns 610,158 shares of the company’s stock valued at $291,430,000 after buying an additional 280,653 shares during the last quarter. Mango Investments LLC bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $8,784,000. Finally, Pathstone Holdings LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $1,083,439,000.

iShares Core S&P 500 ETF Trading Up 0.7 %

Shares of NYSEARCA:IVV opened at $579.85 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $580.47. The stock has a market cap of $500.35 billion, a PE ratio of 25.23 and a beta of 0.99. The stock’s fifty day simple moving average is $558.58 and its two-hundred day simple moving average is $542.03.

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.