Northern Oak Wealth Management Inc. Grows Holdings in iShares S&P 500 Index (IVV)

Northern Oak Wealth Management Inc. grew its position in shares of iShares S&P 500 Index (NYSEARCA:IVV) by 13.6% during the 4th quarter, Holdings Channel reports. The firm owned 43,119 shares of the company’s stock after purchasing an additional 5,154 shares during the quarter. iShares S&P 500 Index accounts for 1.8% of Northern Oak Wealth Management Inc.’s holdings, making the stock its 9th largest holding. Northern Oak Wealth Management Inc.’s holdings in iShares S&P 500 Index were worth $11,593,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in the business. Banco de Sabadell S.A purchased a new position in shares of iShares S&P 500 Index during the 4th quarter worth about $1,687,000. Wealthsource Partners LLC lifted its holdings in shares of iShares S&P 500 Index by 12.1% during the 4th quarter. Wealthsource Partners LLC now owns 33,961 shares of the company’s stock worth $9,130,000 after acquiring an additional 3,677 shares during the period. High Falls Advisors Inc lifted its holdings in shares of iShares S&P 500 Index by 43.8% during the 4th quarter. High Falls Advisors Inc now owns 2,136 shares of the company’s stock worth $574,000 after acquiring an additional 651 shares during the period. SWS Partners purchased a new position in shares of iShares S&P 500 Index during the 4th quarter worth about $685,000. Finally, Capital Directions Investment Advisors LLC lifted its holdings in shares of iShares S&P 500 Index by 12.9% during the 4th quarter. Capital Directions Investment Advisors LLC now owns 8,800 shares of the company’s stock worth $2,366,000 after acquiring an additional 1,006 shares during the period.

iShares S&P 500 Index stock opened at $259.83 on Friday. The firm has a market cap of $158,180.00 and a PE ratio of 11.50. iShares S&P 500 Index has a 1-year low of $233.10 and a 1-year high of $288.69.

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iShares S&P 500 Index 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.

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 Index (NYSEARCA:IVV).

Institutional Ownership by Quarter for iShares S&P 500 Index (NYSEARCA:IVV)

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