Hudson Oak Wealth Advisory LLC Takes $1.83 Million Position in iShares Core S&P 500 ETF $IVV

Hudson Oak Wealth Advisory LLC purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,674 shares of the company’s stock, valued at approximately $1,832,000. iShares Core S&P 500 ETF comprises about 1.6% of Hudson Oak Wealth Advisory LLC’s investment portfolio, making the stock its 23rd biggest holding.

Several other hedge funds have also modified their holdings of the stock. State of Alaska Department of Revenue grew its stake in shares of iShares Core S&P 500 ETF by 122.1% during the fourth quarter. State of Alaska Department of Revenue now owns 1,610 shares of the company’s stock valued at $1,102,000 after purchasing an additional 885 shares during the last quarter. Uptown Financial Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 13.1% during the fourth quarter. Uptown Financial Advisors LLC now owns 2,592 shares of the company’s stock valued at $1,775,000 after purchasing an additional 300 shares during the last quarter. Tectonic Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 5.8% during the fourth quarter. Tectonic Advisors LLC now owns 133,621 shares of the company’s stock valued at $91,522,000 after purchasing an additional 7,332 shares during the last quarter. Westside Investment Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 9.3% during the fourth quarter. Westside Investment Management Inc. now owns 928 shares of the company’s stock valued at $636,000 after purchasing an additional 79 shares during the last quarter. Finally, Asset Advisors Investment Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 385.5% during the fourth quarter. Asset Advisors Investment Management LLC now owns 2,476 shares of the company’s stock valued at $1,696,000 after purchasing an additional 1,966 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $697.69 on Wednesday. iShares Core S&P 500 ETF has a one year low of $510.83 and a one year high of $700.97. The company’s 50 day simple moving average is $676.17 and its 200-day simple moving average is $680.44. The stock has a market capitalization of $764.42 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.