J.W. Cole Advisors Inc. decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 116,022 shares of the company’s stock after selling 940 shares during the period. iShares Core S&P 500 ETF makes up 1.6% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 8th largest holding. J.W. Cole Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $79,468,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently modified their holdings of IVV. Nicollet Investment Management Inc. boosted its stake in iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares in the last quarter. Anchor Investment Management LLC boosted its stake in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares in the last quarter. Wealth Effects LLC boosted its stake in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management boosted its stake in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
NYSEARCA:IVV opened at $760.83 on Friday. iShares Core S&P 500 ETF has a one year low of $593.93 and a one year high of $764.00. The company’s 50-day simple moving average is $714.44 and its 200 day simple moving average is $695.24. The firm has a market capitalization of $840.15 billion, a P/E ratio of 25.10 and a beta of 1.00.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: New S&P Dow Jones index-rule changes could eventually force major index funds like IVV to make room for high-profile private companies such as SpaceX, OpenAI, and Anthropic if they go public, reinforcing the S&P 500’s role as the default benchmark for large-cap U.S. stocks. The End Of S&P 500 As We Know It
- Positive Sentiment: Market watchers say upcoming S&P 500 rebalancing announcements could favor larger, faster-growing names like Marvell, which may support continued turnover and trading activity in index funds tracking the benchmark. Marvell looks poised to finally get a spot in the S&P 500 after explosive stock surge
- Neutral Sentiment: Several reports say the S&P 500’s recent rally has cooled, with tech stocks showing signs of fatigue and the index’s winning streak losing momentum, which may temper near-term enthusiasm for IVV. The Tech Rally Is Running Out of Gas. Where the S&P 500 Goes From Here.
- Neutral Sentiment: Commentary from market outlets highlighted rising single-stock volatility and higher Treasury yields/oil prices, suggesting broader market risk is rising even though the index remains resilient for now. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500
- Negative Sentiment: The S&P 500’s recent pause and the risk to its winning streak point to a possible short-term breather after a strong run, which could pressure IVV if investors rotate out of equities. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
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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