Oak Wealth Advisors LLC Has $20.27 Million Holdings in iShares Core S&P 500 ETF $IVV

Oak Wealth Advisors LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 29,593 shares of the company’s stock after selling 1,518 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 11.6% of Oak Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Oak Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $20,269,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at about $29,000. GS Investments Inc. boosted its stake in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after buying an additional 20 shares in the last quarter. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at about $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at about $39,000. Finally, Dorato Capital Management bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at about $55,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.2%

Shares of IVV stock opened at $742.66 on Tuesday. The stock has a 50-day simple moving average of $717.95 and a 200 day simple moving average of $696.31. iShares Core S&P 500 ETF has a fifty-two week low of $594.71 and a fifty-two week high of $764.00. The stock has a market capitalization of $820.08 billion, a P/E ratio of 25.10 and a beta of 1.00.

More iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Citi raised its S&P 500 target to 8,100, saying strong earnings and continued AI spending may outweigh macro risks, which supports a bullish case for broad index funds like IVV. The Stock Market Just Got Crushed. Why Citi Is Raising Its S&P 500 Target.
• Positive Sentiment: Chip and AI-related stocks showed signs of stabilizing, with Intel leading the S&P 500 higher and Marvell jumping after news of its S&P 500 inclusion, which can help sentiment for the broader index. Intel Is Today’s Top S&P 500 Stock. These Are the Reasons Why. Marvell Technology jumps almost 9% in premarket after news it will join the S&P 500 index
• Neutral Sentiment: Analysts are discussing where buyers may re-enter after Friday’s rout, helped by lower bond yields, suggesting the ETF could find support if rates continue easing. Where S&P 500 Buyers May Surface After Friday’s Rout
• Negative Sentiment: Several reports warn the S&P 500 could face a deeper correction after breaking technical support, reinforcing downside risk for IVV if selling resumes. Trading expert warns of strong S&P 500 correction ahead
• Negative Sentiment: Broad market weakness after Friday’s reversal, triggered by payrolls data and disappointing reactions to some earnings, is still weighing on sentiment for S&P 500 ETFs. Top catalysts that will drive the S&P 500 Index, VOO, SPY, and IVV ETFs

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.