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

Sax Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 17,408 shares of the company’s stock after purchasing an additional 1,951 shares during the period. iShares Core S&P 500 ETF makes up 0.9% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Sax Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $10,041,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of IVV. Proffitt & Goodson Inc. raised its stake in shares of iShares Core S&P 500 ETF by 21.2% in the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock valued at $56,000 after acquiring an additional 18 shares during the last quarter. TruWealth Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares during the last quarter. Global Trust Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 5.3% in the 2nd quarter. Global Trust Asset Management LLC now owns 379 shares of the company’s stock valued at $207,000 after acquiring an additional 19 shares during the last quarter. Indiana Trust & Investment Management Co increased its stake in iShares Core S&P 500 ETF by 0.5% in the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after purchasing an additional 19 shares in the last quarter. Finally, Independence Bank of Kentucky boosted its position in shares of iShares Core S&P 500 ETF by 0.9% during the first quarter. Independence Bank of Kentucky now owns 2,134 shares of the company’s stock worth $1,122,000 after purchasing an additional 20 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $585.25 on Friday. The firm has a market cap of $505.01 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a one year low of $411.02 and a one year high of $588.93. The stock’s 50-day moving average is $565.49 and its 200-day moving average is $544.64.

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.