1,291 iShares Core S&P 500 ETF $IVV Shares Purchased by Sowell Financial Services LLC

Sowell Financial Services LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the third quarter, according to its most recent filing with the SEC. The firm owned 80,814 shares of the ETF’s stock after acquiring an additional 1,291 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 1.7% of Sowell Financial Services LLC’s holdings, making the stock its 8th largest position. Sowell Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $61,891,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in IVV. City State Bank grew its stake in shares of iShares Core S&P 500 ETF by 2.3% in the third quarter. City State Bank now owns 1,352 shares of the ETF’s stock worth $1,035,000 after purchasing an additional 30 shares in the last quarter. Atticus Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 141.4% during the third quarter. Atticus Wealth Management LLC now owns 6,456 shares of the ETF’s stock valued at $4,944,000 after purchasing an additional 3,782 shares during the period. Farnam Financial LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at $217,000. Benchmark Financial Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 10.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 23,488 shares of the ETF’s stock valued at $17,989,000 after purchasing an additional 2,216 shares in the last quarter. Finally, Parkside Investments LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.7% during the third quarter. Parkside Investments LLC now owns 101,101 shares of the ETF’s stock valued at $77,429,000 after purchasing an additional 4,571 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: Several analysts remain optimistic about the S&P 500. Goldman Sachs reportedly sees the index reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager projected a potential rise to 9,500 by June 2027, citing artificial intelligence, longevity and energy investment. Goldman Sachs S&P 500 forecast UBS S&P 500 forecast
• Positive Sentiment: Long-term market history continues to support the buy-and-hold case for IVV: the S&P 500 has averaged nearly 11% in annual total returns since 1990, and historically has recovered from major declines and eventually reached new highs. S&P 500 long-term history
• Neutral Sentiment: IVV sold NVIDIA shares, including approximately $33.5 million on Monday, and also sold NVIDIA and Apple shares on Tuesday. These transactions appear to reflect routine portfolio rebalancing rather than a change in the ETF’s investment mandate, although reduced exposure to top-performing holdings can affect near-term returns. IVV sells NVIDIA and Apple
• Neutral Sentiment: Institutional ownership activity was mixed: Novem Group, CWA Asset Management and Peirce Capital added to or initiated IVV positions, while Maia Wealth and Orin Green Financial reduced their holdings. These third-quarter filings are backward-looking and have limited immediate price impact. Institutional IVV ownership changes
• Negative Sentiment: Credit-market stress is weighing on sentiment. Wider credit-default-swap spreads at AI infrastructure companies and sharply higher investment-grade corporate-bond yields suggest investors are becoming more concerned about leverage, cash flow and the broader economic outlook. S&P 500 credit-market concerns

iShares Core S&P 500 ETF Stock Down 1.2%

Shares of NYSEARCA IVV opened at $767.41 on Friday. The stock has a market cap of $880.41 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50-day simple moving average is $771.41 and its 200 day simple moving average is $751.07. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

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.