Onyx Bridge Wealth Group LLC Has $82.95 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Onyx Bridge Wealth Group LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 140,911 shares of the company’s stock after purchasing an additional 7,857 shares during the period. iShares Core S&P 500 ETF accounts for 11.9% of Onyx Bridge Wealth Group LLC’s portfolio, making the stock its largest holding. Onyx Bridge Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $82,951,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Compass Ion Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after acquiring an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 1.8% during the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after buying an additional 1,405 shares during the period. Daiwa Securities Group Inc. lifted its position in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock valued at $207,778,000 after acquiring an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 23.3% during the third quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after buying an additional 67,472 shares during the period. Finally, Trinity Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 5.0% in the 3rd quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after acquiring an additional 83 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $603.80 on Friday. The stock has a market capitalization of $521.02 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The stock’s 50 day moving average price is $600.71 and its two-hundred day moving average price is $580.54. iShares Core S&P 500 ETF has a 52 week low of $493.07 and a 52 week high of $613.79.

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.