iShares Core S&P 500 ETF $IVV Shares Bought by Winthrop Advisory Group LLC

Winthrop Advisory Group LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 180,084 shares of the company’s stock after buying an additional 3,495 shares during the period. iShares Core S&P 500 ETF comprises about 10.5% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 2nd largest position. Winthrop Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $120,530,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 2,135 shares of the company’s stock worth $1,327,000 after purchasing an additional 42 shares during the period. Capital Asset Advisory Services LLC lifted its position in shares of iShares Core S&P 500 ETF by 51.5% in the 2nd quarter. Capital Asset Advisory Services LLC now owns 2,399 shares of the company’s stock worth $1,489,000 after buying an additional 816 shares during the last quarter. Finally, Parallel Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 4.6% in the 2nd quarter. Parallel Advisors LLC now owns 731,911 shares of the company’s stock valued at $454,443,000 after buying an additional 32,007 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.2%

IVV opened at $698.23 on Tuesday. The firm has a market cap of $764.46 billion, a price-to-earnings 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 $699.17. The company’s 50-day moving average price is $683.40 and its 200 day moving average price is $662.73.

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: Broader market momentum: the S&P 500 and Dow hit new record highs, supporting IVV’s cap-weighted exposure to large-cap winners and pushing flows into broad-market ETFs. Dow, S&P 500 Hit New Highs
• Positive Sentiment: Media coverage of record S&P close and bullish tone (Bloomberg market close pieces) reinforces investor risk-on positioning that tends to benefit IVV. S&P 500 Hits Record as Gold and Silver Extend Rally | Closing Bell
• Positive Sentiment: Fundamental tailwinds: previews of Q4 earnings season show tech-led earnings growth (AI-driven strength) — positive for IVV because large-cap tech carries heavy index weight. Q4 2025 Earnings Preview
• Neutral Sentiment: ETF spotlight: analysis pieces reminding investors that IVV provides low-cost S&P 500 exposure may attract longer-term inflows but are informational rather than immediate catalysts. Should IVV Be on Your Investing Radar?
• Neutral Sentiment: Market structure and index commentary (turnover, timing strategies) provide context on why the S&P continues to trend higher but are not immediate movers for IVV price. There’s A Lot Of Turnover In The S&P 500
• Negative Sentiment: Political/legal risk: reports that a criminal probe involving Fed Chair Powell rattled markets earlier, injecting volatility risk that can prompt short-term outflows from broad ETFs like IVV. Powell Probe Rattles Markets
• Negative Sentiment: Overnight/early weakness: U.S. futures tumbled on headlines (DOJ serving the Fed among cited items), a reminder that macro/legal headlines can flip risk sentiment and pressure IVV intraday. Futures Tumble After DOJ Serves Fed

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.