National Wealth Management Group LLC Has $11.02 Million Position in iShares Core S&P 500 ETF $IVV

National Wealth Management Group LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 16,083 shares of the company’s stock after selling 1,202 shares during the period. iShares Core S&P 500 ETF accounts for 3.8% of National Wealth Management Group LLC’s holdings, making the stock its 2nd biggest holding. National Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $11,016,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Imprint Wealth LLC purchased a new stake in iShares Core S&P 500 ETF during the third quarter worth $39,000. Winnow Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $61,000. Texas Capital Bancshares Inc TX purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $68,000. Ulland Investment Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 87.3% in the 3rd quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock worth $69,000 after acquiring an additional 48 shares in the last quarter. Finally, Conquis Financial LLC bought a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $82,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $648.01 on Friday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The business has a fifty day moving average price of $683.41 and a 200 day moving average price of $679.81. The stock has a market capitalization of $712.29 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: Technical/breadth indicators point to a possible countertrend rally that could limit further downside for the S&P 500 and support IVV if it re-accelerates. Read More.
• Positive Sentiment: Earlier optimism about Iran ceasefire prospects lifted US indices; any return of that optimism would help IVV recover some losses. Read More.
• Neutral Sentiment: Idiosyncratic trading (e.g., Best Buy jumping on GameStop acquisition rumors) can cause rotation within the index but is unlikely to move IVV materially on its own. Read More.
• Neutral Sentiment: Longer-term themes such as dividend-selection interest exist, but they are less likely to change IVV’s near-term direction because IVV tracks the broad market rather than high-yield subsets. Read More.
• Negative Sentiment: Geopolitical escalation and a near-term Trump deadline for strikes on Iran’s energy infrastructure have pushed oil higher and futures lower, a direct risk-off catalyst weighing on the S&P 500 and IVV. Read More.
• Negative Sentiment: Micron’s slide into a bear market and sharp P/E compression highlights renewed selling in semiconductor/tech names, which makes up a large share of IVV and contributes to its weakness. Read More.
• Negative Sentiment: Macro commentary arguing the AI-driven run may be peaking adds to negative sentiment for growth and software sectors, pressuring index-level returns. Read More.

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.