Francis Financial Inc. Increases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Francis Financial Inc. lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 134.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,877 shares of the company’s stock after purchasing an additional 2,221 shares during the quarter. iShares Core S&P 500 ETF comprises about 0.7% of Francis Financial Inc.’s investment portfolio, making the stock its 22nd largest position. Francis Financial Inc.’s holdings in iShares Core S&P 500 ETF were worth $2,038,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Apollon Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 16.0% during the fourth quarter. Apollon Wealth Management LLC now owns 92,727 shares of the company’s stock worth $44,289,000 after purchasing an additional 12,771 shares in the last quarter. Arvest Investments Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter worth about $21,775,000. Stewardship Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 33.2% in the 4th quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock valued at $40,154,000 after acquiring an additional 20,951 shares during the last quarter. Commerce Bank lifted its holdings in iShares Core S&P 500 ETF by 1.0% in the 4th quarter. Commerce Bank now owns 229,156 shares of the company’s stock valued at $109,452,000 after acquiring an additional 2,285 shares during the last quarter. Finally, Family Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 0.9% in the 4th quarter. Family Asset Management LLC now owns 3,040 shares of the company’s stock valued at $1,452,000 after acquiring an additional 27 shares during the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $548.41 on Tuesday. The company has a market capitalization of $473.22 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a fifty-two week low of $411.02 and a fifty-two week high of $553.25. The business’s 50-day moving average is $529.89 and its 200-day moving average is $510.05.

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.