RFG Bristol Wealth Advisors LLC Grows Stock Position in iShares Core S&P 500 ETF $IVV

RFG Bristol Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 65,004 shares of the ETF’s stock after purchasing an additional 2,190 shares during the period. iShares Core S&P 500 ETF comprises 11.5% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its largest holding. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $42,461,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Wealth Effects LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock valued at $2,929,000 after buying an additional 15 shares during the period. West Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after purchasing an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management boosted its stake in shares of iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. Gratus Wealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after purchasing an additional 15 shares during the last quarter. Finally, Bridgewealth Advisory Group LLC grew its position in shares of iShares Core S&P 500 ETF by 4.6% during the 4th quarter. Bridgewealth Advisory Group LLC now owns 343 shares of the ETF’s stock worth $235,000 after buying an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $758.39 on Thursday. The company has a market cap of $894.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $747.80 and a 200 day simple moving average of $708.58. iShares Core S&P 500 ETF has a fifty-two week low of $621.05 and a fifty-two week high of $764.00.

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.