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iShares S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC boosted its position in iShares S&P 500 ETF (NYSEARCA:IVVGet Rating) by 17.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,732 shares of the company’s stock after purchasing an additional 262 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in iShares S&P 500 ETF were worth $657,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in IVV. IPG Investment Advisors LLC purchased a new stake in iShares S&P 500 ETF in the 4th quarter valued at $375,000. Journey Strategic Wealth LLC acquired a new stake in shares of iShares S&P 500 ETF during the 4th quarter worth about $167,034,000. One Wealth Advisors LLC increased its position in shares of iShares S&P 500 ETF by 42.5% during the 4th quarter. One Wealth Advisors LLC now owns 7,090 shares of the company’s stock worth $3,382,000 after purchasing an additional 2,113 shares during the last quarter. Wedgewood Partners Inc. acquired a new stake in shares of iShares S&P 500 ETF during the 4th quarter worth about $367,000. Finally, Vivaldi Capital Management LP increased its position in shares of iShares S&P 500 ETF by 9.2% during the 4th quarter. Vivaldi Capital Management LP now owns 20,931 shares of the company’s stock worth $9,984,000 after purchasing an additional 1,772 shares during the last quarter.

iShares S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $371.42 on Monday. The business has a 50-day moving average price of $405.47 and a 200 day moving average price of $411.06. iShares S&P 500 ETF has a 12-month low of $364.03 and a 12-month high of $482.07.

iShares S&P 500 ETF Company Profile

(Get Rating)

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.

Further Reading

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 ETF (NYSEARCA:IVVGet Rating).



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