iShares Core S&P 500 ETF $IVV Shares Sold by World Equity Group Inc.

World Equity Group Inc. decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,829 shares of the company’s stock after selling 956 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.5% of World Equity Group Inc.’s portfolio, making the stock its 11th biggest holding. World Equity Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,363,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Burns J W & Co. Inc. NY grew its position in iShares Core S&P 500 ETF by 5.4% during the fourth quarter. Burns J W & Co. Inc. NY now owns 801 shares of the company’s stock worth $548,000 after buying an additional 41 shares during the period. HWG Holdings LP grew its holdings in shares of iShares Core S&P 500 ETF by 155.6% in the 4th quarter. HWG Holdings LP now owns 168,862 shares of the company’s stock worth $115,660,000 after acquiring an additional 102,785 shares during the period. CVA Family Office LLC increased its stake in iShares Core S&P 500 ETF by 0.5% in the 4th quarter. CVA Family Office LLC now owns 35,508 shares of the company’s stock valued at $24,321,000 after purchasing an additional 165 shares in the last quarter. Holland Advisory Services Inc. boosted its position in iShares Core S&P 500 ETF by 1.2% during the fourth quarter. Holland Advisory Services Inc. now owns 32,849 shares of the company’s stock worth $22,500,000 after purchasing an additional 385 shares in the last quarter. Finally, Sax Wealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 2.5% in the fourth quarter. Sax Wealth Advisors LLC now owns 29,612 shares of the company’s stock valued at $20,282,000 after purchasing an additional 726 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 1.8%

Shares of IVV stock opened at $648.01 on Friday. The stock has a market cap of $712.29 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The business has a fifty day simple moving average of $683.41 and a 200-day simple moving average of $679.81.

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: 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 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.