West Oak Capital LLC Acquires 3,109 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

West Oak Capital LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 287.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,190 shares of the company’s stock after purchasing an additional 3,109 shares during the quarter. iShares Core S&P 500 ETF accounts for 0.7% of West Oak Capital LLC’s investment portfolio, making the stock its 27th largest position. West Oak Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $2,467,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Balboa Wealth Partners lifted its position in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares during the period. TruWealth Advisors LLC increased its stake in iShares Core S&P 500 ETF by 2.0% in the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC increased its stake in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares in the last quarter. Hassell Wealth Management LLC raised its holdings in 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 worth $400,000 after purchasing an additional 18 shares during the last quarter. Finally, Indiana Trust & Investment Management Co boosted its position in 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 worth $2,033,000 after purchasing an additional 19 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

IVV stock traded down $8.86 on Friday, reaching $583.33. The company had a trading volume of 5,878,757 shares, compared to its average volume of 5,742,027. The company’s fifty day moving average is $597.81 and its 200 day moving average is $574.14. The company has a market cap of $503.36 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $472.11 and a 1 year high of $612.09.

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.