Intrepid Financial Planning Group LLC Has $27.40 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Intrepid Financial Planning Group LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 46,552 shares of the company’s stock after selling 1,270 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 11.6% of Intrepid Financial Planning Group LLC’s portfolio, making the stock its largest holding. Intrepid Financial Planning Group LLC’s holdings in iShares Core S&P 500 ETF were worth $27,404,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. SYM FINANCIAL Corp purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $30,000. Modus Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Ulland Investment Advisors LLC bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $32,000. Safe Harbor Fiduciary LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at approximately $33,000. Finally, Advantage Trust Co bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $36,000.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $565.56 on Friday. The stock has a market capitalization of $544.63 billion, a price-to-earnings ratio of 24.98 and a beta of 1.01. The company’s 50 day moving average price is $596.10 and its 200-day moving average price is $588.84. iShares Core S&P 500 ETF has a 52-week low of $496.30 and a 52-week high of $616.22.

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.