Ruggaard & Associates LLC Lowers Position in iShares Core S&P 500 ETF $IVV

Ruggaard & Associates LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,969 shares of the company’s stock after selling 1,707 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.6% of Ruggaard & Associates LLC’s portfolio, making the stock its 19th biggest holding. Ruggaard & Associates LLC’s holdings in iShares Core S&P 500 ETF were worth $4,088,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in IVV. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $29,000. GS Investments Inc. increased its stake in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after acquiring an additional 20 shares during the last quarter. Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $38,000. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth about $39,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $44,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $750.11 on Friday. iShares Core S&P 500 ETF has a 1 year low of $594.71 and a 1 year high of $764.00. The stock has a market capitalization of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day simple moving average of $732.59 and a 200-day simple moving average of $700.32.

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.