SilverOak Wealth Management LLC Sells 30 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

SilverOak Wealth Management LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,590 shares of the company’s stock after selling 30 shares during the period. iShares Core S&P 500 ETF comprises about 0.7% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. SilverOak Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,224,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Compass Ion Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock worth $6,096,000 after buying an additional 2,278 shares in the last quarter. Covestor Ltd grew its holdings in iShares Core S&P 500 ETF by 321.1% during the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock worth $42,000 after acquiring an additional 61 shares in the last quarter. Vanguard Group Inc. increased its position in iShares Core S&P 500 ETF by 10.0% during the 1st quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock valued at $12,984,000 after purchasing an additional 2,252 shares during the period. Bluesphere Advisors LLC increased its position in iShares Core S&P 500 ETF by 1.8% during the 3rd 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 period. Finally, Anchor Capital Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 4.2% in the 2nd quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock valued at $688,000 after purchasing an additional 51 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $601.13 on Friday. The company has a market cap of $518.72 billion, a PE ratio of 25.23 and a beta of 0.99. The firm’s 50 day moving average price is $574.26 and its 200-day moving average price is $552.49. iShares Core S&P 500 ETF has a 52-week low of $435.37 and a 52-week high of $602.56.

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.