iShares Core S&P 500 ETF $IVV Stake Lowered by Stonehage Fleming Financial Services Holdings Ltd

Stonehage Fleming Financial Services Holdings Ltd trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,394 shares of the company’s stock after selling 3,410 shares during the period. iShares Core S&P 500 ETF comprises approximately 0.7% of Stonehage Fleming Financial Services Holdings Ltd’s portfolio, making the stock its 18th biggest holding. Stonehage Fleming Financial Services Holdings Ltd’s holdings in iShares Core S&P 500 ETF were worth $22,188,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of IVV. Americana Partners LLC raised its position in iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares in the last quarter. Forza Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares during the last quarter. Legacy Private Trust Co. grew its position in iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC grew its position in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Finally, Fonville Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 121.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: Technical/breadth indicators point to a possible countertrend rally that could limit further downside for the S&P 500 and support IVV if it re-accelerates. Read More.
• Positive Sentiment: Earlier optimism about Iran ceasefire prospects lifted US indices; any return of that optimism would help IVV recover some losses. Read More.
• Neutral Sentiment: Idiosyncratic trading (e.g., Best Buy jumping on GameStop acquisition rumors) can cause rotation within the index but is unlikely to move IVV materially on its own. Read More.
• Neutral Sentiment: Longer-term themes such as dividend-selection interest exist, but they are less likely to change IVV’s near-term direction because IVV tracks the broad market rather than high-yield subsets. Read More.
• Negative Sentiment: Geopolitical escalation and a near-term Trump deadline for strikes on Iran’s energy infrastructure have pushed oil higher and futures lower, a direct risk-off catalyst weighing on the S&P 500 and IVV. Read More.
• Negative Sentiment: Micron’s slide into a bear market and sharp P/E compression highlights renewed selling in semiconductor/tech names, which makes up a large share of IVV and contributes to its weakness. Read More.
• Negative Sentiment: Macro commentary arguing the AI-driven run may be peaking adds to negative sentiment for growth and software sectors, pressuring index-level returns. Read More.

iShares Core S&P 500 ETF Trading Down 1.8%

iShares Core S&P 500 ETF stock opened at $648.01 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The firm’s fifty day simple moving average is $683.41 and its 200-day simple moving average is $679.81. The company has a market capitalization of $712.29 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.