RFG Bristol Wealth Advisors LLC Has $42.46 Million Stake in iShares Core S&P 500 ETF $IVV

RFG Bristol Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,004 shares of the ETF’s stock after buying an additional 2,190 shares during the quarter. iShares Core S&P 500 ETF accounts for 11.5% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its biggest 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 Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Keenan LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth $26,000. Decker Retirement Planning Inc. bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $29,000. GS Investments Inc. increased its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after buying an additional 20 shares during the period. Palouse Capital Management Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $38,000. Finally, Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $39,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $758.39 on Thursday. The company has a 50-day moving average of $747.80 and a 200-day moving average of $708.58. The company has a market capitalization of $894.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $621.05 and a 52 week high of $764.00.

iShares Core S&P 500 ETF 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. 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.