Sugarloaf Wealth Management LLC Has $1.79 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sugarloaf Wealth Management LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,032 shares of the company’s stock after selling 36 shares during the period. Sugarloaf Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,785,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. HBW Advisory Services LLC raised its stake in shares of iShares Core S&P 500 ETF by 23.5% in the fourth quarter. HBW Advisory Services LLC now owns 4,308 shares of the company’s stock worth $2,536,000 after acquiring an additional 819 shares during the last quarter. Praetorian Wealth Management Inc. raised its position in iShares Core S&P 500 ETF by 3.9% in the 4th quarter. Praetorian Wealth Management Inc. now owns 32,024 shares of the company’s stock worth $18,852,000 after purchasing an additional 1,196 shares during the last quarter. LVM Capital Management Ltd. MI lifted its holdings in iShares Core S&P 500 ETF by 58.1% during the 4th quarter. LVM Capital Management Ltd. MI now owns 903 shares of the company’s stock worth $532,000 after buying an additional 332 shares in the last quarter. Harbor Capital Advisors Inc. boosted its position in iShares Core S&P 500 ETF by 21.7% in the 4th quarter. Harbor Capital Advisors Inc. now owns 2,532 shares of the company’s stock valued at $1,491,000 after buying an additional 451 shares during the last quarter. Finally, ST Germain D J Co. Inc. increased its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 4th quarter. ST Germain D J Co. Inc. now owns 3,389 shares of the company’s stock valued at $1,995,000 after buying an additional 58 shares during the period.

iShares Core S&P 500 ETF Trading Down 1.2 %

Shares of IVV traded down $7.10 during trading hours on Friday, hitting $585.09. 3,716,300 shares of the stock traded hands, compared to its average volume of 5,361,128. The business has a fifty day moving average of $597.81 and a 200-day moving average of $574.14. The firm has a market capitalization of $504.87 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1-year low of $472.11 and a 1-year high of $612.09.

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.