8,496 iShares Core S&P 500 ETF $IVV Shares Sold by Milestone Asset Management LLC

Milestone Asset Management LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 45.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,255 shares of the ETF’s stock after selling 8,496 shares during the period. iShares Core S&P 500 ETF accounts for about 1.3% of Milestone Asset Management LLC’s holdings, making the stock its 17th biggest position. Milestone Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,854,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in IVV. Corient Private Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after acquiring an additional 13,946,081 shares in the last quarter. Capula Management Ltd raised its position in shares of iShares Core S&P 500 ETF by 1,374.6% during the first quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after purchasing an additional 8,478,226 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 25.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Allianz Asset Management GmbH lifted its holdings in shares of iShares Core S&P 500 ETF by 386.5% in the 2nd quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after purchasing an additional 3,795,730 shares in the last quarter. Finally, USS Investment Management Ltd lifted its holdings in shares of iShares Core S&P 500 ETF by 711.2% in the 1st quarter. USS Investment Management Ltd now owns 3,033,549 shares of the ETF’s stock worth $1,981,408,000 after purchasing an additional 2,659,582 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.1%

NYSEARCA IVV traded down $8.49 during mid-day trading on Friday, hitting $766.67. The company’s stock had a trading volume of 4,692,011 shares, compared to its average volume of 7,793,377. The company’s 50 day simple moving average is $771.85 and its 200 day simple moving average is $747.06. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The firm has a market capitalization of $879.68 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: Strengthening earnings estimates, upbeat third-quarter expectations, and forecasts for resilient holiday spending continue to support S&P 500 ETFs. Historical midterm-year performance is another potential tailwind for IVV. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Although September inflation accelerated to 3.7%, historical data shows the S&P 500 rose during the following year after roughly 69% of months with inflation at or above 3.5%, suggesting elevated inflation does not automatically signal a prolonged selloff. Inflation Rose to 3.7% in September. Is It Time to Sell the S&P 500?
• Neutral Sentiment: Comparisons with VOO, VTI, and SPY highlight IVV’s large-cap S&P 500 exposure, while expense ratios, trading spreads, and liquidity remain important considerations for investors choosing among index ETFs. VOO, VTI, SPY, or IVV? How These 4 Index Funds Differ
• Negative Sentiment: Higher-than-expected producer and consumer inflation is keeping Federal Reserve policy risk in focus, potentially limiting valuation expansion for the S&P 500 and pressuring rate-sensitive growth stocks. S&P 500: Hot PPI Tests Stock Rebound as Tech Selling Pressures Nasdaq
• Negative Sentiment: The index’s 53-session run without a 1% decline has ended, while 84% of S&P 500 components are already in correction territory. These signals point to narrow leadership and heightened underlying market fragility despite the index remaining near record levels. The S&P 500 Went More Than 50 Trading Days Without a 1% Drop
• Negative Sentiment: Technology and AI-linked companies account for much of recent earnings growth and index gains, raising concentration and valuation risks. With IVV’s price-to-earnings ratio near 25, investors may be vulnerable to disappointment if third-quarter results do not justify elevated expectations. The S&P 500 Is Expecting Something Extraordinary

iShares Core S&P 500 ETF Company 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.