826 iShares Core S&P 500 ETF $IVV Shares Purchased by Marathon Wealth Advisors LLC

Marathon Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,244 shares of the ETF’s stock after buying an additional 826 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.4% of Marathon Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. Marathon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $7,079,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in IVV. Gen Wealth Partners Inc raised its holdings in iShares Core S&P 500 ETF by 1.5% in the 3rd quarter. Gen Wealth Partners Inc now owns 14,905 shares of the ETF’s stock valued at $11,415,000 after acquiring an additional 214 shares during the period. Beutel Goodman & Co Ltd. lifted its position in iShares Core S&P 500 ETF by 33.6% during the third quarter. Beutel Goodman & Co Ltd. now owns 2,471 shares of the ETF’s stock worth $1,893,000 after acquiring an additional 622 shares during the last quarter. Pinion Investment Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 10.0% during the third quarter. Pinion Investment Advisors LLC now owns 68,713 shares of the ETF’s stock worth $52,624,000 after acquiring an additional 6,243 shares during the period. Gryphon Financial Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the third quarter. Gryphon Financial Partners LLC now owns 305,230 shares of the ETF’s stock worth $233,760,000 after acquiring an additional 1,475 shares during the period. Finally, Simplex Trading LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 77.0% during the third quarter. Simplex Trading LLC now owns 2,117 shares of the ETF’s stock worth $1,621,000 after acquiring an additional 921 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: U.S. stock futures rose as lower oil prices lifted market sentiment, while dip-buying in technology shares had recently helped U.S. stocks rebound. These developments could support IVV if the recovery continues. Reuters: S&P 500, Dow futures climb as oil slide lifts sentiment Risk-On: S&P 500 Surges Out of the Gate
• Neutral Sentiment: IVV’s reported holdings activity included additions of Apple and Nvidia. This reflects changes in the ETF’s index-linked portfolio, but the reports do not indicate a separate active investment decision or a clear directional signal for the fund. IVV Adds Apple and Nvidia on Nov. 6
• Neutral Sentiment: Altiora Financial Group disclosed that it cut its IVV position by about half. This was one firm’s portfolio decision and does not, on its own, establish a broader change in investor demand. Altiora Financial Group decreased its IVV position
• Negative Sentiment: The S&P 500’s early-November decline was its third-weakest start to the month since 1950. Historical comparisons offer no strong reassurance: after the eight weakest starts, the index finished the following April higher only four times. Weak November starts and what followed
• Negative Sentiment: Commentary highlights continued market declines and the risk that high technology valuations could weigh on the S&P 500. IVV’s broad exposure does not eliminate that risk, particularly given the index’s substantial technology weighting. Is the S&P 500 Heading for a Correction?

iShares Core S&P 500 ETF Trading Down 0.4%

iShares Core S&P 500 ETF stock opened at $753.37 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03. The stock’s 50 day moving average is $768.33 and its 200-day moving average is $733.94. The company has a market capitalization of $869.65 billion, a price-to-earnings 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.