Stone Summit Wealth LLC Buys 373 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stone Summit Wealth LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,591 shares of the company’s stock after purchasing an additional 373 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.5% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 18th largest holding. Stone Summit Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $4,469,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. SYM FINANCIAL Corp acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $30,000. Modus Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $32,000. Safe Harbor Fiduciary LLC purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter worth $33,000. Finally, Cedar Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 139.3% during the 3rd quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after acquiring an additional 39 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV opened at $608.23 on Wednesday. The company has a market capitalization of $524.84 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average price is $600.69 and its two-hundred day moving average price is $581.76. iShares Core S&P 500 ETF has a 1 year low of $493.07 and a 1 year high of $613.79.

iShares Core S&P 500 ETF Company 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.