PKO Investment Management Joint Stock Co boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 211,605 shares of the company’s stock after acquiring an additional 6,359 shares during the period. iShares Core S&P 500 ETF accounts for 11.6% of PKO Investment Management Joint Stock Co’s holdings, making the stock its biggest position. PKO Investment Management Joint Stock Co’s holdings in iShares Core S&P 500 ETF were worth $144,937,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after acquiring an additional 939,429 shares during the period. Envestnet Asset Management Inc. raised its stake in iShares Core S&P 500 ETF by 0.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after acquiring an additional 201,983 shares during the period. Marshall Wace LLP raised its stake in iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares during the period. Creative Planning raised its stake in iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after acquiring an additional 505,293 shares during the period. Finally, Jones Financial Companies Lllp raised its stake in iShares Core S&P 500 ETF by 3.6% in the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after acquiring an additional 601,254 shares during the period. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
IVV opened at $724.01 on Monday. iShares Core S&P 500 ETF has a 1-year low of $558.69 and a 1-year high of $728.25. The stock’s fifty day simple moving average is $681.91 and its 200 day simple moving average is $684.07. The stock has a market cap of $799.49 billion, a PE ratio of 25.10 and a beta of 1.00.
More iShares Core S&P 500 ETF News
- Positive Sentiment: Tech earnings and momentum are lifting the S&P 500, which extended its longest weekly winning streak recently — a direct tailwind for IVV as it tracks the index. S&P 500 Extends Longest Weekly Winning Streak Since Late 2024
- Positive Sentiment: Analysts lifted S&P 500 earnings expectations after big-tech results, pointing to the sharpest quarterly profit growth in years — supports higher index valuations and ETF flows. S&P 500 profit eyes sharpest quarterly growth in four years after Big Tech results
- Positive Sentiment: The S&P 500 capped a historic April and hit fresh record highs, with commentators noting momentum could continue — favorable for passive ETFs like IVV that mirror index gains. Markets shrug off oil volatility to end April at record high
- Positive Sentiment: Market breadth and sentiment metrics remain bullish (fear-and-greed in “greed”), reinforcing momentum-driven inflows into large-cap index funds such as IVV. S&P 500 Settles Above 7,200: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
- Neutral Sentiment: Index rules are being reconsidered ahead of huge IPOs (SpaceX, OpenAI) — potential future additions could reshape index composition and flows, but timing and impact are uncertain. SpaceX and OpenAI Stocks in the S&P 500? It May Happen Sooner Than You Think.
- Neutral Sentiment: Some intraday divergence existed (Dow lagged while Nasdaq surged), reflecting sector rotation that can cause short-term noise in IVV even as the index closes higher. Dow slips 152 pts as S&P 500 hits record high, Apple lifts Nasdaq
- Negative Sentiment: Geopolitical tensions and oil-price volatility remain upside risks to equities; renewed risk-off could pressure IVV despite current momentum. Markets shrug off oil volatility to end April at record high
- Negative Sentiment: Comments from a Fed nominee about reducing the Fed’s balance sheet raise the possibility of tighter financial conditions, a longer-term headwind for equities if implemented aggressively. Stock Market Investors Just Got Bad News From Fed Chair Nominee Kevin Warsh
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.
See Also
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