iShares Core S&P 500 ETF $IVV Stock Holdings Increased by Summit Wealth Partners LLC

Summit Wealth Partners LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 43,350 shares of the company’s stock after acquiring an additional 1,701 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 4.5% of Summit Wealth Partners LLC’s holdings, making the stock its largest holding. Summit Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $28,317,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVV. Corient Private Wealth LLC raised its stake in iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock valued at $11,935,288,000 after purchasing an additional 13,946,081 shares in the last quarter. Schonfeld Strategic Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 3,927.5% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the company’s stock worth $5,590,424,000 after buying an additional 7,959,263 shares in the last quarter. Millennium Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 93.3% in the 4th quarter. Millennium Management LLC now owns 14,494,278 shares of the company’s stock worth $9,927,711,000 after buying an additional 6,995,145 shares during the last quarter. Walleye Capital LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $4,531,611,000. Finally, Marshall Wace LLP raised its position in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after buying an additional 6,101,936 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 1.4%

IVV opened at $737.14 on Wednesday. The stock has a 50-day moving average of $736.39 and a 200 day moving average of $701.58. iShares Core S&P 500 ETF has a 12 month low of $606.31 and a 12 month high of $764.00. The firm has a market cap of $813.99 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.