Okabena Investment Services Inc. Has $33.10 Million Stock Position in iShares Core S&P 500 ETF $IVV

by · The Markets Daily

Okabena Investment Services Inc. lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 3.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 48,320 shares of the company’s stock after selling 1,844 shares during the period. iShares Core S&P 500 ETF makes up 6.3% of Okabena Investment Services Inc.’s holdings, making the stock its 3rd biggest holding. Okabena Investment Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $33,096,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of IVV. Legacy Private Trust Co. boosted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC boosted its stake in iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares in the last quarter. Belpointe Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc boosted its stake in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after acquiring an additional 30,777 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.5%

Shares of NYSEARCA IVV opened at $756.35 on Tuesday. The firm has a market cap of $835.20 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The company’s fifty day simple moving average is $727.36 and its 200 day simple moving average is $698.97.

About iShares Core S&P 500 ETF

(Free Report)

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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

See Also

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).