O Shaughnessy Asset Management LLC Purchases 3,922 Shares of iShares Core S&P 500 ETF $IVV

O Shaughnessy Asset Management LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 50,364 shares of the company’s stock after purchasing an additional 3,922 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $34,496,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $331,591,000. Bison Wealth LLC boosted its position in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the period. Schnieders Capital Management LLC. boosted its position in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after buying an additional 45 shares during the period. First Trust Advisors LP boosted its position in iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after buying an additional 2,105 shares during the period. Finally, Sei Investments Co. boosted its position in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $740.91 on Monday. The company has a 50-day simple moving average of $716.06 and a two-hundred day simple moving average of $695.75. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The firm has a market cap of $818.15 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

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.