Smithbridge Asset Management Inc. DE Has $3.06 Million Stake in iShares Core S&P 500 ETF $IVV

Smithbridge Asset Management Inc. DE boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 83.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,468 shares of the company’s stock after buying an additional 2,031 shares during the period. Smithbridge Asset Management Inc. DE’s holdings in iShares Core S&P 500 ETF were worth $3,060,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Legacy Private Trust Co. boosted its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the period. Coyle Financial Counsel LLC boosted its position in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after buying an additional 792 shares during the period. Belpointe Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after buying an additional 1,700 shares during the period. Finally, Atria Investments Inc lifted its holdings in iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after buying an additional 30,777 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 1.6%

Shares of IVV opened at $728.92 on Thursday. The company has a market capitalization of $804.91 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00. The stock’s 50-day moving average price is $721.91 and its two-hundred day moving average price is $697.35.

Key iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Long-term bullish commentary argues that investing in the S&P 500 at record highs has historically still produced strong returns, reinforcing the case for staying invested in IVV through volatility. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
• Neutral Sentiment: The S&P 500 remains supported by AI-led earnings strength, but elevated valuations and geopolitical uncertainty are keeping investors cautious about near-term upside for broad-market ETFs like IVV. Guide to the S&P 500 ETF Investing
• Neutral Sentiment: ETFs continue to face competition from active products, but the trend also highlights sustained investor demand for low-cost passive funds such as IVV. Fees Matter: The Power of Passive ETFs
• Negative Sentiment: U.S. stocks were pressured by Iran-related tensions, inflation running above 4%, and a sell-off in chip shares, which weighs on the S&P 500 and therefore IVV. S&P 500 Index: Iran Threats, 4% Inflation and Chip Rout Sink Stocks
• Negative Sentiment: Recent market commentary warned that a growing share of bear-market indicators are flashing, raising concerns that stocks may be near a cyclical peak and pressuring broad equity exposure. S&P500 and Nasdaq 100: US Stocks Forecast Hinges on CPI and Iran Risks
• Negative Sentiment: Another warning note from Bank of America said investors should consider taking profits as multiple red flags suggest the market could be approaching a top, adding to caution around IVV. Banking giant warns investors to take profits amid ‘too many red flags’
• Negative Sentiment: The S&P 500 recently had an unusually sharp pullback after an extended run without a 2% daily drop, signaling that volatility has returned to the market. A Closer Look at an Unusual S&P 500 Pullback
• Negative Sentiment: Futures strength from a chip rebound was offset by ongoing Middle East risks and key support levels being watched closely, underscoring fragile sentiment for the S&P 500. S&P500: Chip Rally Lifts Futures, but Can Bulls Hold Key Support?

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.