iShares Core S&P 500 ETF $IVV Shares Sold by Holland Advisory Services Inc.

Holland Advisory Services Inc. reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,464 shares of the company’s stock after selling 966 shares during the quarter. iShares Core S&P 500 ETF comprises 29.8% of Holland Advisory Services Inc.’s portfolio, making the stock its biggest holding. Holland Advisory Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $21,728,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Falcon Wealth Planning grew its holdings in iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares during the last quarter. Johnson Bixby & Associates LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.2% during the second quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock worth $871,000 after buying an additional 16 shares during the last quarter. Wealth Watch Advisors INC boosted its position in shares of iShares Core S&P 500 ETF by 1.5% in the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after acquiring an additional 16 shares during the period. Culbertson A N & Co. Inc. boosted its position in shares of iShares Core S&P 500 ETF by 1.1% in the second quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock valued at $882,000 after acquiring an additional 16 shares during the period. Finally, Synergy Financial Group LTD grew its stake in shares of iShares Core S&P 500 ETF by 2.5% in the second quarter. Synergy Financial Group LTD now owns 661 shares of the company’s stock worth $410,000 after acquiring an additional 16 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Tech-led S&P 500 rally: The S&P 500 closed at a record high on the fourth straight up day, led by gains in technology names such as Broadcom and Nvidia — a direct tailwind for IVV since it tracks the index. S&P 500 Hits Record on Fourth Straight Up Day
• Positive Sentiment: Improving sentiment and momentum: Market coverage and TV commentary noted the S&P 500 hitting records and positive investor sentiment (Fear & Greed moved toward “Greed”), which supports ETF inflows and higher IVV demand. S&P 500 closes at record high
• Positive Sentiment: Reported institutional buying in IVV: A filing noted BNC Wealth Management significantly boosted its position in IVV, signaling direct demand for the ETF. Institutional accumulation can support price strength in large ETFs. BNC Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Ray Dalio / Bridgewater holdings story: Coverage on Ray Dalio’s top holdings highlights two ETFs and two large tech names — useful context on what big managers are buying but not definitive evidence of sustained flows into IVV specifically. Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans
• Neutral Sentiment: ETF comparison and structure: Articles comparing IVV and SPY remind investors that IVV has a lower expense ratio while SPY retains deeper intraday liquidity — a neutral structural note for investors choosing between S&P 500 ETFs. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Technical / range commentary: Some analysts caution the S&P may remain range-bound into year-end despite recent gains, which could limit IVV’s upside if momentum stalls. S&P 500 Could Remain Range-Bound as 2025 Closes Out

iShares Core S&P 500 ETF Trading Up 0.5%

Shares of IVV stock opened at $690.97 on Wednesday. The firm has a market capitalization of $725.17 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The firm’s fifty day simple moving average is $679.75 and its 200 day simple moving average is $654.06.

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.