iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Summit Financial LLC

Summit Financial LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 67,888 shares of the company’s stock after buying an additional 8,347 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.4% of Summit Financial LLC’s investment portfolio, making the stock its 11th largest position. Summit Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $39,964,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Alliancebernstein L.P. grew its holdings in shares of iShares Core S&P 500 ETF by 10.2% in the 4th quarter. Alliancebernstein L.P. now owns 5,007,377 shares of the company’s stock worth $2,947,743,000 after acquiring an additional 462,581 shares during the last quarter. Prudent Man Investment Management Inc. purchased a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $112,000. C M Bidwell & Associates Ltd. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $257,000. Edmond DE Rothschild Holding S.A. boosted its holdings in shares of iShares Core S&P 500 ETF by 91.7% in the fourth quarter. Edmond DE Rothschild Holding S.A. now owns 7,571 shares of the company’s stock worth $4,457,000 after buying an additional 3,621 shares during the period. Finally, Goepper Burkhardt LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 10.3% in the fourth quarter. Goepper Burkhardt LLC now owns 9,646 shares of the company’s stock worth $5,678,000 after buying an additional 900 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $558.12 on Monday. iShares Core S&P 500 ETF has a 52 week low of $496.30 and a 52 week high of $616.22. The company has a market cap of $537.47 billion, a PE ratio of 24.98 and a beta of 1.01. The firm has a 50 day simple moving average of $591.49 and a 200 day simple moving average of $589.94.

About iShares Core S&P 500 ETF

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.