iShares Core S&P 500 ETF $IVV Shares Purchased by RFG Bristol Wealth Advisors LLC

RFG Bristol Wealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the third quarter, HoldingsChannel.com reports. The firm owned 67,230 shares of the ETF’s stock after acquiring an additional 1,888 shares during the period. iShares Core S&P 500 ETF comprises approximately 12.4% of RFG Bristol Wealth Advisors LLC’s holdings, making the stock its biggest holding. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $51,488,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in IVV. Punch & Associates Investment Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after buying an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 3.5% in the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after acquiring an additional 14 shares during the last quarter. Matthew Goff Investment Advisor LLC boosted its holdings in iShares Core S&P 500 ETF by 2.6% in the first quarter. Matthew Goff Investment Advisor LLC now owns 590 shares of the ETF’s stock valued at $386,000 after acquiring an additional 15 shares during the last quarter. Richards Merrill & Peterson Inc. grew its position in iShares Core S&P 500 ETF by 2.8% during the first quarter. Richards Merrill & Peterson Inc. now owns 556 shares of the ETF’s stock valued at $363,000 after acquiring an additional 15 shares during the period. Finally, Sharp Wealth Advisory LLC grew its position in iShares Core S&P 500 ETF by 1.3% during the first quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after acquiring an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Market optimism remains supportive: the S&P 500 reached new highs ahead of the fourth anniversary of its bull market, and one strategist believes the rally could continue. Strength across the index is directly beneficial to IVV, which tracks the S&P 500. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
• Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, citing a relatively attractive PEG ratio and historically favorable seasonal conditions. If realized, the outlook implies additional upside for IVV. Prediction: The S&P 500 Will Hit 10,000 in 2027
• Positive Sentiment: Historical analysis suggests October and the period following new market highs can still produce gains, reinforcing the constructive sentiment surrounding broad-market ETFs such as IVV. The S&P 500 Just Reached a New Record

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $781.97 on Friday. The business has a 50-day moving average of $771.46 and a two-hundred day moving average of $742.73. The firm has a market capitalization of $898.80 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03.

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.