Strid Group LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 40.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 12,052 shares of the ETF’s stock after buying an additional 3,463 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.0% of Strid Group LLC’s holdings, making the stock its 16th biggest position. Strid Group LLC’s holdings in iShares Core S&P 500 ETF were worth $9,230,000 as of its most recent SEC filing.
Other institutional investors have also recently bought and sold shares of the company. Outlook Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 3.5% in the third quarter. Outlook Wealth Advisors LLC now owns 29,181 shares of the ETF’s stock valued at $22,348,000 after acquiring an additional 981 shares during the last quarter. Wellment Financial acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth $270,000. Partners Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 1,694.8% during the 3rd quarter. Partners Wealth Management LLC now owns 5,528 shares of the ETF’s stock worth $4,233,000 after purchasing an additional 5,220 shares during the last quarter. Soltis Investment Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 11.6% during the 3rd quarter. Soltis Investment Advisors LLC now owns 51,634 shares of the ETF’s stock valued at $39,544,000 after purchasing an additional 5,353 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management raised its holdings in shares of iShares Core S&P 500 ETF by 24.5% during the 3rd quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 650 shares of the ETF’s stock valued at $498,000 after purchasing an additional 128 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
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: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $759.18 on Monday. The firm has a market cap of $870.48 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03. The company has a fifty day simple moving average of $770.86 and a 200 day simple moving average of $731.81.
iShares Core S&P 500 ETF Company 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.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
- Marvell Eyes a Swing for the AI Networking Fences as Markets Weigh Lumentum Price Tag
- Exxon’s Refining Profits Soared—Did Chevron Get the Same Windfall?
- Eli Lilly’s First Full Medicare Quarter: Is Volume Still Outrunning Price Cuts?
- Oracle’s AI Spending Peak Is in Sight—Can the Stock Recover?
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
