Wealth Quarterback LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 60.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,028 shares of the company’s stock after buying an additional 31,201 shares during the quarter. iShares Core S&P 500 ETF accounts for about 20.5% of Wealth Quarterback LLC’s portfolio, making the stock its largest position. Wealth Quarterback LLC’s holdings in iShares Core S&P 500 ETF were worth $56,869,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the third quarter worth about $39,000. Winnow Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $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 approximately $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 valued at $69,000 after purchasing an additional 48 shares during the last quarter. Finally, Conquis Financial LLC acquired a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $82,000. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Trading Down 0.3%
Shares of iShares Core S&P 500 ETF stock opened at $634.93 on Tuesday. The firm’s 50 day simple moving average is $681.06 and its two-hundred day simple moving average is $679.87. The firm has a market capitalization of $697.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97.
Trending Headlines about iShares Core S&P 500 ETF
- Positive Sentiment: U.S. futures jumped after comments suggesting a possible move to end the Iran conflict, supporting a short‑term risk‑on bounce that may stabilize IVV. Read More.
- Positive Sentiment: The S&P 500 earnings yield rose above 5%, implying cheaper aggregate valuations and a potential support level for equities if earnings hold — a constructive backdrop for IVV over time. Read More.
- Positive Sentiment: An institutional buyer (Baron Wealth Management) increased its IVV stake, a small vote of confidence from a portfolio manager that may signal index exposure demand. Read More.
- Neutral Sentiment: Wall Street still maintains year‑end S&P price targets near prior consensus (around 7,700), indicating some strategists view current weakness as pullback rather than a durable trend — mixed for IVV near term. Read More.
- Neutral Sentiment: Sector rotation stories (e.g., REITs yielding above 10‑year Treasuries) may redirect flows within the market; that could mute IVV’s recovery if investors overweight yield sectors. Read More.
- Negative Sentiment: Major selloff drivers: Reuters reports the S&P 500 is closing its worst quarter in four years as inflation and the Iran war rattle markets — core reason IVV is lower today. Read More.
- Negative Sentiment: Analysts warn of further downside (Evercore’s view the S&P could slip to ~6,150) and technicals have flashed a death cross, both raising the risk of more near‑term weakness for IVV. Read More. Read More.
- Negative Sentiment: Rising oil (above $100/bbl) and renewed inflation fears increase recession and rate‑hike concerns, pressuring broad indexes and IVV. Read More.
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.
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