iShares Core S&P 500 ETF $IVV Shares Purchased by Vision Retirement LLC

Vision Retirement LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,564 shares of the ETF’s stock after buying an additional 942 shares during the period. iShares Core S&P 500 ETF comprises 1.4% of Vision Retirement LLC’s portfolio, making the stock its 19th largest holding. Vision Retirement LLC’s holdings in iShares Core S&P 500 ETF were worth $5,665,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the period. Schnieders Capital Management LLC. increased its stake in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP increased its stake in iShares Core S&P 500 ETF by 43.1% in the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. raised its holdings in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock worth $5,250,000 after purchasing an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $781.47 on Friday. The business’s fifty day moving average is $751.36 and its two-hundred day moving average is $718.38. The company has a market cap of $907.72 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $783.09.

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: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

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.