Strata Wealth Advisors LLC Grows Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Strata Wealth Advisors LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,026 shares of the company’s stock after purchasing an additional 638 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 2.4% of Strata Wealth Advisors LLC’s portfolio, making the stock its 6th largest holding. Strata Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $6,848,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Eukles Asset Management grew its position in iShares Core S&P 500 ETF by 126.9% in the fourth quarter. Eukles Asset Management now owns 59 shares of the company’s stock worth $28,000 after acquiring an additional 33 shares in the last quarter. Burkett Financial Services LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter worth $31,000. Thompson Investment Management Inc. purchased a new stake in iShares Core S&P 500 ETF during the first quarter valued at about $37,000. Ables Iannone Moore & Associates Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $44,000. Finally, Evolution Advisers Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $48,000.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV traded down $2.09 during trading on Friday, hitting $547.23. 5,968,895 shares of the company’s stock traded hands, compared to its average volume of 5,417,192. The stock has a fifty day moving average of $529.89 and a two-hundred day moving average of $510.05. iShares Core S&P 500 ETF has a 12-month low of $411.02 and a 12-month high of $553.25. The firm has a market cap of $472.20 billion, a P/E ratio of 25.23 and a beta of 0.99.

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.