iShares Core S&P 500 ETF $IVV is Intrepid Financial Planning Group LLC’s Largest Position

Intrepid Financial Planning Group LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 43,676 shares of the company’s stock after selling 754 shares during the quarter. iShares Core S&P 500 ETF makes up about 11.1% of Intrepid Financial Planning Group LLC’s portfolio, making the stock its biggest position. Intrepid Financial Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $29,233,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Americana Partners LLC grew its holdings in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after acquiring an additional 1,187 shares in the last quarter. Forza Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares in the last quarter. Coyle Financial Counsel LLC raised its holdings in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Fonville Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the period. Finally, Fortitude Family Office LLC lifted its position in shares of iShares Core S&P 500 ETF by 13.4% in the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after purchasing an additional 5,800 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $679.39 on Thursday. The company has a market cap of $746.79 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $690.36 and its 200-day moving average price is $679.03. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97.

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.