RFG Advisory LLC Lowers Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

RFG Advisory LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 8.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,426 shares of the company’s stock after selling 7,145 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.3% of RFG Advisory LLC’s holdings, making the stock its 12th biggest position. RFG Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $38,602,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. TruWealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 2.4% during the fourth quarter. TruWealth Advisors LLC now owns 907 shares of the company’s stock worth $433,000 after buying an additional 21 shares in the last quarter. Great Waters Wealth Management boosted its position in shares of iShares Core S&P 500 ETF by 1.7% during the 4th quarter. Great Waters Wealth Management now owns 1,326 shares of the company’s stock valued at $625,000 after acquiring an additional 22 shares during the last quarter. TriaGen Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.6% in the fourth quarter. TriaGen Wealth Management LLC now owns 629 shares of the company’s stock valued at $300,000 after purchasing an additional 22 shares during the period. Arista Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Arista Wealth Management LLC now owns 6,122 shares of the company’s stock worth $2,924,000 after purchasing an additional 22 shares during the last quarter. Finally, Financial Perspectives Inc increased its position in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Financial Perspectives Inc now owns 5,988 shares of the company’s stock worth $2,860,000 after purchasing an additional 22 shares during the last quarter.

iShares Core S&P 500 ETF Stock Down 0.2 %

NYSEARCA:IVV traded down $0.93 on Friday, hitting $547.01. The stock had a trading volume of 5,107,253 shares, compared to its average volume of 5,382,096. The company has a fifty day moving average price of $525.43 and a two-hundred day moving average price of $506.46. iShares Core S&P 500 ETF has a 1-year low of $411.02 and a 1-year high of $551.29. The stock has a market cap of $472.01 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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