Stephens Consulting LLC Reduces Holdings in iShares Core S&P 500 ETF $IVV

Stephens Consulting LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 80.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 310 shares of the company’s stock after selling 1,295 shares during the quarter. Stephens Consulting LLC’s holdings in iShares Core S&P 500 ETF were worth $207,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Legacy Wealth Management Inc raised its holdings in shares of iShares Core S&P 500 ETF by 1.4% in the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after purchasing an additional 7,487 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its holdings in iShares Core S&P 500 ETF by 3.5% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after buying an additional 974 shares during the period. Spinnaker Investment Group LLC bought a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $627,000. Cape Investment Advisory Inc. raised its stake in iShares Core S&P 500 ETF by 35.9% in the second quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock worth $1,743,000 after buying an additional 741 shares in the last quarter. Finally, TCP Asset Management LLC lifted its holdings in iShares Core S&P 500 ETF by 1.1% during the third quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after buying an additional 1,290 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 hitting fresh record closes and momentum across US large caps supports IVV as it tracks the index — bullish market breadth and investor sentiment are lifting the ETF. Article Title
• Positive Sentiment: “Magnificent Seven” / Nvidia strength is driving index leadership; renewed tech gains lift the S&P 500 cap-weighted ETF performance. Article Title
• Positive Sentiment: Short interest in IVV declined sharply in December (~21% drop to ~8.2M shares), reducing a layer of potential selling pressure and supporting upside. (Short-interest data)
• Neutral Sentiment: Holiday-shortened trading and lower volumes are in effect — market moves can be amplified on thin liquidity, so today’s move may be less indicative of durable trend. Article Title
• Neutral Sentiment: Technical commentators are pointing to continued upside (S&P 500 approaching higher targets), which keeps momentum trades intact but increases sensitivity to profit-taking. Article Title
• Negative Sentiment: The Fed’s warning about potential tariff-driven job losses and trade risks poses macro downside — if tariffs or trade tensions escalate, cyclicals and risk assets could be pressured, weighing on IVV. Article Title
• Negative Sentiment: Near-term futures slipped on Christmas Eve and there are geopolitical headlines (troop movements) that could add volatility and temporarily drag on risk assets. Article Title

iShares Core S&P 500 ETF Trading Up 0.4%

Shares of NYSEARCA IVV opened at $693.39 on Friday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.86. The stock’s fifty day simple moving average is $680.84 and its two-hundred day simple moving average is $654.61. The stock has a market capitalization of $727.71 billion, a PE 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.