iShares Core S&P 500 ETF (NYSEARCA:IVV) is Boyd Wealth Management LLC’s 9th Largest Position

Boyd Wealth Management LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,992 shares of the company’s stock after selling 154 shares during the quarter. iShares Core S&P 500 ETF comprises about 5.0% of Boyd Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Boyd Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $8,116,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Eukles Asset Management raised its stake in iShares Core S&P 500 ETF by 126.9% during the 4th quarter. Eukles Asset Management now owns 59 shares of the company’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. Studio Investment Management LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $33,000. Horizon Bancorp Inc. IN purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $40,000. Harel Insurance Investments & Financial Services Ltd. purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $41,000. Finally, Financial Freedom LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $52,000.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock traded down $4.35 during mid-day trading on Friday, reaching $497.53. 6,353,147 shares of the company’s stock traded hands, compared to its average volume of 5,957,828. iShares Core S&P 500 ETF has a 12 month low of $405.54 and a 12 month high of $527.16. The firm has a 50 day moving average price of $513.64 and a two-hundred day moving average price of $478.14. The firm has a market capitalization of $426.18 billion, a PE ratio of 25.43 and a beta of 0.99.

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.