Michael A. Dubis Financial Planning LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Michael A. Dubis Financial Planning LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,137 shares of the company’s stock, valued at approximately $669,000. iShares Core S&P 500 ETF makes up 0.6% of Michael A. Dubis Financial Planning LLC’s investment portfolio, making the stock its 26th biggest position.

Other institutional investors have also modified their holdings of the company. Intrust Bank NA raised its stake in iShares Core S&P 500 ETF by 1.3% in the fourth quarter. Intrust Bank NA now owns 3,801 shares of the company’s stock valued at $2,238,000 after buying an additional 47 shares in the last quarter. Hobbs Group Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the 4th quarter. Hobbs Group Advisors LLC now owns 1,060 shares of the company’s stock valued at $624,000 after acquiring an additional 25 shares during the last quarter. Maridea Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $5,538,000. Brown Brothers Harriman & Co. raised its position in shares of iShares Core S&P 500 ETF by 14.7% during the 4th quarter. Brown Brothers Harriman & Co. now owns 814,862 shares of the company’s stock worth $479,693,000 after acquiring an additional 104,324 shares in the last quarter. Finally, RiverFront Investment Group LLC boosted its holdings in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. RiverFront Investment Group LLC now owns 654,086 shares of the company’s stock valued at $385,048,000 after purchasing an additional 15,210 shares in the last quarter.

iShares Core S&P 500 ETF Trading Down 2.0 %

IVV stock opened at $558.12 on Friday. The stock has a market cap of $537.47 billion, a P/E ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a twelve month low of $496.30 and a twelve month high of $616.22. The company’s 50 day moving average is $591.49 and its two-hundred day moving average is $589.45.

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.