Outlook Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.4% during the 4th quarter, Holdings Channel reports. The fund owned 32,896 shares of the company’s stock after acquiring an additional 760 shares during the period. iShares Core S&P 500 ETF makes up about 5.1% of Outlook Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Outlook Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $22,532,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors have also recently bought and sold shares of IVV. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $29,000. GS Investments Inc. raised its holdings in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares during the period. Palouse Capital Management Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $38,000. Imprint Wealth LLC bought a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at about $39,000. Finally, Dorato Capital Management bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $55,000. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Stock Down 0.3%
iShares Core S&P 500 ETF stock opened at $740.75 on Wednesday. The stock has a market cap of $817.97 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The company’s 50-day moving average price is $720.03 and its two-hundred day moving average price is $696.83.
iShares Core S&P 500 ETF News Roundup
- Positive Sentiment: Several reports pointed to ongoing strength in the S&P 500, with AI-led earnings and continued corporate spending helping support the index. Citi even raised its year-end S&P 500 target, arguing that earnings growth and AI investment are still outweighing macro risks. The Stock Market Just Got Crushed. Why Citi Is Raising Its S&P 500 Target.
- Positive Sentiment: Chip stocks helped lift S&P 500 futures, and multiple articles suggested buyers may step in after the recent rout as bond yields eased and the AI trade regained momentum. S&P500: Chip Rally Lifts Futures, but Can Bulls Hold Key Support?
- Positive Sentiment: Marvell’s addition to the S&P 500 could trigger fresh ETF buying, which is supportive for index funds like IVV because it reflects continued turnover into benchmark names. Marvell Technology jumps almost 9% in premarket after news it will join the S&P 500 index
- Neutral Sentiment: Commentary on S&P 500 ETF investing and “fees matter” articles reinforces the appeal of low-cost passive funds such as IVV, but these pieces are mainly educational rather than market-moving. Guide to the S&P 500 ETF Investing
- Neutral Sentiment: One article highlighted that passive S&P 500 ETFs still compete well on cost even as active ETF flows rise, which supports the long-term case for IVV but does not change near-term trading much. Fees Matter: The Power of Passive ETFs
- Negative Sentiment: Several warnings from strategists and banking commentary said investors should take profits, citing too many “red flags,” stretched valuations, and the risk of a deeper S&P 500 correction after key support levels broke. Banking giant warns investors to take profits amid ‘too many red flags’
- Negative Sentiment: Market worries also centered on elevated S&P 500 valuations and geopolitical risks, with some analysts warning that the index may be near a peak after a strong run. S&P 500 at 8000? A Chip Correction?
About iShares Core S&P 500 ETF
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.
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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).
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