Summit Wealth Partners LLC Decreases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Summit Wealth Partners LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,954 shares of the company’s stock after selling 3,563 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.7% of Summit Wealth Partners LLC’s investment portfolio, making the stock its 19th largest holding. Summit Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $8,214,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Balboa Wealth Partners increased its position in shares of iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the last quarter. TruWealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares during the last quarter. Lewis Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC increased its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after purchasing an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 0.9 %

Shares of NYSEARCA:IVV opened at $603.80 on Friday. The business has a 50-day moving average price of $600.71 and a 200 day moving average price of $580.54. The company has a market capitalization of $521.02 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $493.07 and a 12-month high of $613.79.

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.