iShares Core S&P 500 ETF (NYSEARCA:IVV) is Oxford Financial Group LTD. LLC’s 8th Largest Position

Oxford Financial Group LTD. LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 93,533 shares of the company’s stock after selling 3,450 shares during the quarter. iShares Core S&P 500 ETF makes up about 3.6% of Oxford Financial Group LTD. LLC’s portfolio, making the stock its 8th biggest holding. Oxford Financial Group LTD. LLC’s holdings in iShares Core S&P 500 ETF were worth $55,061,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Arvest Bank Trust Division purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $102,003,000. United Bank grew its holdings in shares of iShares Core S&P 500 ETF by 22.2% during the third quarter. United Bank now owns 1,079 shares of the company’s stock worth $622,000 after buying an additional 196 shares in the last quarter. Prospera Private Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $670,000. Citizens Financial Group Inc. RI grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Citizens Financial Group Inc. RI now owns 426,538 shares of the company’s stock worth $246,035,000 after buying an additional 12,201 shares in the last quarter. Finally, Cornerstone Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth $8,249,000.

iShares Core S&P 500 ETF Stock Down 0.2 %

iShares Core S&P 500 ETF stock opened at $566.74 on Friday. The company has a fifty day simple moving average of $593.94 and a 200-day simple moving average of $588.76. The firm has a market capitalization of $545.77 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.