Financial Life Planners Has $32.87 Million Stock Position in iShares Core S&P 500 ETF $IVV

Financial Life Planners grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,893 shares of the ETF’s stock after purchasing an additional 1,786 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 21.1% of Financial Life Planners’ portfolio, making the stock its 2nd largest holding. Financial Life Planners’ holdings in iShares Core S&P 500 ETF were worth $32,871,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also made changes to their positions in IVV. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock worth $23,176,806,000 after buying an additional 409,816 shares during the last quarter. Marshall Wace LLP increased its holdings in shares of iShares Core S&P 500 ETF by 17.9% during the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning raised its position in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock valued at $15,216,714,000 after buying an additional 505,293 shares during the last quarter. Bank of America Corp DE raised its position in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after buying an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Cooling inflation supports stocks: A benign PPI reading eased interest-rate concerns and improved investor sentiment, raising expectations that the Federal Reserve may have more flexibility on future policy. S&P 500 Hits New Record High Following PPI Data
• Positive Sentiment: Record index performance and technology strength: The S&P 500 closed at a new high as falling oil prices, easing inflation fears and continued technology-sector gains encouraged risk-taking. This is the most direct support for IVV. Dow rises as S&P 500 closes at record high
• Positive Sentiment: Potential index breakout: Technical analysts see bullish flag formations and possible breakouts in the S&P 500 and Nasdaq, suggesting momentum could continue if geopolitical risks do not intensify. US Indices Forecast
• Positive Sentiment: Tariff refunds may aid constituents: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with $2.1 billion already received. These cash benefits could modestly support earnings and liquidity for affected holdings. S&P 500 Companies Claim Tariff Refunds
• Neutral Sentiment: Index reshuffling: Reddit will enter the S&P 500 on August 18, replacing AvalonBay Communities. The change may create short-term rebalancing flows, but its effect on IVV should be limited because Reddit represents a small portion of the index. Reddit shares jump on S&P 500 inclusion
• Negative Sentiment: Geopolitical and policy risks remain: Renewed Middle East tensions and uncertainty ahead of the weekend are limiting gains, while upcoming economic data could renew questions about the Fed’s interest-rate path. S&P 500 edges higher as earnings offset tensions

iShares Core S&P 500 ETF Stock Down 0.2%

IVV stock opened at $780.04 on Friday. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09. The company has a market cap of $906.06 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $752.14 and its 200 day simple moving average is $718.81.

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.