18,754 iShares Core S&P 500 ETF $IVV Shares Sold by Shepherd Financial Partners LLC

Shepherd Financial Partners LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,702 shares of the ETF’s stock after selling 18,754 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 5.9% of Shepherd Financial Partners LLC’s portfolio, making the stock its 2nd largest holding. Shepherd Financial Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $73,294,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Olistico Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the third quarter valued at $25,000. Punch & Associates Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Sawyer & Company Inc acquired a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $28,000. Montgomery Financial Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth about $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $32,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

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: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
• Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
• Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
• Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
• Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $738.68 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The company has a market capitalization of $850.92 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day simple moving average of $769.02 and a 200-day simple moving average of $733.29.

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.