Bordeaux Wealth Advisors LLC Has $1.42 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Bordeaux Wealth Advisors LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,968 shares of the company’s stock after selling 46 shares during the quarter. iShares Core S&P 500 ETF makes up about 0.5% of Bordeaux Wealth Advisors LLC’s holdings, making the stock its 28th biggest holding. Bordeaux Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,418,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in IVV. Arvest Investments Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $21,775,000. Stewardship Advisors LLC increased its position in iShares Core S&P 500 ETF by 33.2% in the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock worth $40,154,000 after purchasing an additional 20,951 shares during the last quarter. Colonial River Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $2,596,000. Kathleen S. Wright Associates Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 4.6% during the 4th quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock valued at $2,251,000 after buying an additional 207 shares during the last quarter. Finally, Csenge Advisory Group grew its stake in shares of iShares Core S&P 500 ETF by 7.3% in the 3rd quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock valued at $20,679,000 after buying an additional 3,256 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 1.3 %

Shares of IVV traded up $6.35 during mid-day trading on Friday, hitting $513.81. 3,003,779 shares of the company’s stock were exchanged, compared to its average volume of 5,734,856. The stock has a market cap of $443.37 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm has a fifty day moving average of $514.41 and a two-hundred day moving average of $483.31. iShares Core S&P 500 ETF has a twelve month low of $405.54 and a twelve month high of $527.16.

iShares Core S&P 500 ETF Company 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.