One Wealth Capital Management LLC Invests $20.77 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)

One Wealth Capital Management LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 35,275 shares of the company’s stock, valued at approximately $20,766,000. iShares Core S&P 500 ETF accounts for about 10.5% of One Wealth Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Balboa Wealth Partners grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares during the last quarter. TruWealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.0% in the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the last quarter. Finally, Indiana Trust & Investment Management Co boosted its position in shares of iShares Core S&P 500 ETF by 0.5% during the third quarter. Indiana Trust & Investment Management Co now owns 3,524 shares of the company’s stock valued at $2,033,000 after buying an additional 19 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV traded down $7.95 during mid-day trading on Tuesday, reaching $590.35. 2,802,737 shares of the stock were exchanged, compared to its average volume of 5,499,601. iShares Core S&P 500 ETF has a 1 year low of $470.55 and a 1 year high of $612.09. The company has a 50 day moving average price of $597.06 and a two-hundred day moving average price of $573.57. The stock has a market capitalization of $509.41 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.