Summit Wealth Group LLC Has $1.67 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Summit Wealth Group LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 98.6% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,683 shares of the company’s stock after buying an additional 1,332 shares during the quarter. Summit Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $1,666,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Flaharty Asset Management LLC bought a new position in iShares Core S&P 500 ETF in the 1st quarter worth approximately $28,000. Lord & Richards Wealth Management LLC bought a new position in iShares Core S&P 500 ETF in the 1st quarter worth approximately $31,000. Cheviot Value Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth $52,000. Hager Investment Management Services LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth $61,000. Finally, Rice Partnership LLC raised its position in shares of iShares Core S&P 500 ETF by 460.0% during the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after acquiring an additional 92 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.3%

iShares Core S&P 500 ETF stock opened at $680.91 on Thursday. The company’s 50-day moving average is $667.35 and its two-hundred day moving average is $628.70. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The company has a market cap of $714.62 billion, a PE 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.