Dickmeyer Boyce Financial Management Inc. Acquires New Position in iShares Core S&P 500 ETF $IVV

Dickmeyer Boyce Financial Management Inc. acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,864 shares of the ETF’s stock, valued at approximately $1,218,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Belpointe Asset Management LLC grew its stake in iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock worth $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Hubbell Strickland Wealth Management LLC raised its position in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock valued at $27,172,000 after purchasing an additional 792 shares in the last quarter. Atria Investments Inc raised its position in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. M&T Bank Corp lifted its holdings in shares of iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares during the period. Finally, FDx Advisors Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 40.7% in the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after acquiring an additional 4,051 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $741.62 on Friday. The company’s 50-day simple moving average is $748.47 and its two-hundred day simple moving average is $711.12. iShares Core S&P 500 ETF has a one year low of $622.31 and a one year high of $764.00. The company has a market capitalization of $868.47 billion, a price-to-earnings 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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.