RFG Bristol Wealth Advisors LLC Has $40.30 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

RFG Bristol Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 56.9% during the third quarter, Holdings Channel reports. The institutional investor owned 60,216 shares of the company’s stock after acquiring an additional 21,845 shares during the quarter. iShares Core S&P 500 ETF comprises about 11.9% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its biggest position. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $40,303,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P 500 ETF by 3.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after acquiring an additional 1,190,963 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in iShares Core S&P 500 ETF by 18.3% during the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after purchasing an additional 4,378,977 shares during the period. Creative Planning lifted its stake in iShares Core S&P 500 ETF by 1.8% during the second quarter. Creative Planning now owns 22,229,974 shares of the company’s stock worth $13,802,591,000 after purchasing an additional 398,230 shares during the period. PNC Financial Services Group Inc. boosted its holdings in iShares Core S&P 500 ETF by 0.7% during the second quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock valued at $9,546,567,000 after purchasing an additional 105,099 shares in the last quarter. Finally, Jones Financial Companies Lllp grew its stake in shares of iShares Core S&P 500 ETF by 18.5% in the 1st quarter. Jones Financial Companies Lllp now owns 14,282,483 shares of the company’s stock valued at $7,971,434,000 after purchasing an additional 2,230,832 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.3%

Shares of IVV opened at $692.63 on Thursday. The stock has a market cap of $767.09 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $697.02. The stock has a 50 day simple moving average of $682.75 and a 200-day simple moving average of $660.54.

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.