Symphony Financial Ltd. Co. trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,398 shares of the company’s stock after selling 3,029 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.3% of Symphony Financial Ltd. Co.’s holdings, making the stock its 19th biggest holding. Symphony Financial Ltd. Co.’s holdings in iShares Core S&P 500 ETF were worth $10,986,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock worth $20,172,093,000 after purchasing an additional 1,190,963 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in iShares Core S&P 500 ETF by 18.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after buying an additional 4,378,977 shares during the period. Creative Planning raised its holdings in shares of 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 acquiring an additional 398,230 shares during the period. PNC Financial Services Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.7% in 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, Nisa Investment Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 56.2% in the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after acquiring an additional 4,301,015 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.0%
iShares Core S&P 500 ETF stock opened at $692.24 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $699.17. The company has a fifty day simple moving average of $685.65 and a 200 day simple moving average of $666.48. The company has a market cap of $761.60 billion, a P/E ratio of 25.10 and a beta of 1.00.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
- Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
- Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
- Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
- Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
- Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
- Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus
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.
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