Onyx Bridge Wealth Group LLC Sells 14,537 Shares of iShares Core S&P 500 ETF $IVV

Onyx Bridge Wealth Group LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 149,012 shares of the company’s stock after selling 14,537 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 10.5% of Onyx Bridge Wealth Group LLC’s holdings, making the stock its biggest holding. Onyx Bridge Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $97,336,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares in the last quarter. Hubbell Strickland Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after purchasing an additional 1,700 shares in the last quarter. Atria Investments Inc boosted its position in shares of 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 buying an additional 30,777 shares during the period. Finally, M&T Bank Corp boosted its position in shares of iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock worth $896,587,000 after buying an additional 10,723 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $744.19 on Tuesday. The firm has a market cap of $821.77 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50 day simple moving average is $739.44 and its 200 day simple moving average is $702.97. iShares Core S&P 500 ETF has a 52-week low of $617.99 and a 52-week high of $764.00.

iShares Core S&P 500 ETF 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. 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.