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

Intrepid Financial Planning Group LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). 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 comprises 11.1% of Intrepid Financial Planning Group LLC’s holdings, making the stock its largest holding. Intrepid Financial Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $29,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Winnow Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter valued at about $61,000. Conquis Financial LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $82,000. Your Advocates Ltd. LLP grew its position in shares of iShares Core S&P 500 ETF by 51.6% in the 2nd quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock worth $86,000 after buying an additional 47 shares during the last quarter. Darwin Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter worth approximately $92,000. Finally, Rice Partnership LLC raised its stake in shares of iShares Core S&P 500 ETF by 30.4% during the 3rd quarter. Rice Partnership LLC now owns 146 shares of the company’s stock worth $98,000 after acquiring an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.1%

NYSEARCA:IVV opened at $679.39 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm has a 50 day moving average of $690.36 and a 200 day moving average of $679.03. The stock has a market capitalization of $746.79 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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. 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.