Summit Trail Advisors LLC Boosts Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
by Renee Jackson · The Cerbat GemSummit Trail Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,803 shares of the company’s stock after buying an additional 1,900 shares during the quarter. Summit Trail Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $8,539,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently bought and sold shares of the company. Compass Ion Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 27.5% during the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 10.0% during the 1st quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock valued at $12,984,000 after buying an additional 2,252 shares in the last quarter. Bluesphere Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after buying an additional 1,405 shares during the period. Anchor Capital Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 4.2% in the 2nd quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock worth $688,000 after acquiring an additional 51 shares in the last quarter. Finally, Russell Investments Group Ltd. lifted its position in iShares Core S&P 500 ETF by 718.1% during the 1st quarter. Russell Investments Group Ltd. now owns 1,759 shares of the company’s stock valued at $925,000 after acquiring an additional 1,544 shares during the period.
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $598.45 on Friday. The firm has a 50 day moving average price of $582.31 and a 200-day moving average price of $558.78. iShares Core S&P 500 ETF has a 52-week low of $455.41 and a 52-week high of $603.09. The firm has a market capitalization of $516.40 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.
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.
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