Sax Wealth Advisors LLC Has $10.10 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sax Wealth Advisors LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the fourth quarter, HoldingsChannel reports. The fund owned 17,157 shares of the company’s stock after selling 251 shares during the period. iShares Core S&P 500 ETF makes up 0.8% of Sax Wealth Advisors LLC’s portfolio, making the stock its 23rd largest position. Sax Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $10,100,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of IVV. Compass Ion Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 27.5% in the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after acquiring an additional 2,278 shares in the last quarter. Bluesphere Advisors LLC boosted its position in iShares Core S&P 500 ETF by 1.8% during the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after purchasing an additional 1,405 shares during the last quarter. Sompo Asset Management Co. Ltd. grew its stake in iShares Core S&P 500 ETF by 102.4% in the second quarter. Sompo Asset Management Co. Ltd. now owns 3,595 shares of the company’s stock valued at $1,967,000 after purchasing an additional 1,819 shares in the last quarter. Daiwa Securities Group Inc. increased its position in shares of iShares Core S&P 500 ETF by 35.9% during the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares during the last quarter. Finally, Fifth Third Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.9 %

NYSEARCA IVV opened at $600.26 on Friday. iShares Core S&P 500 ETF has a 12 month low of $474.68 and a 12 month high of $612.09. The stock has a 50 day moving average of $598.29 and a 200-day moving average of $575.92. The company has a market cap of $517.96 billion, a PE ratio of 25.23 and a beta of 0.99.

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.