iShares Core S&P 500 ETF $IVV Shares Acquired by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 112,983 shares of the ETF’s stock after buying an additional 3,507 shares during the quarter. iShares Core S&P 500 ETF comprises about 17.6% of Waller Financial Planning Group Inc.’s holdings, making the stock its biggest holding. Waller Financial Planning Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $86,528,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Olistico Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the third quarter worth approximately $25,000. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $26,000. Punch & Associates Investment Management Inc. boosted its position in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the last quarter. Allied Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the second quarter worth $33,000. Finally, Montgomery Financial Services LLC acquired a new position in shares of iShares Core S&P 500 ETF during the second quarter valued at about $32,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.2%

Shares of IVV traded down $1.92 during mid-day trading on Wednesday, hitting $780.62. 1,566,691 shares of the company traded hands, compared to its average volume of 7,916,968. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The business has a 50-day moving average of $769.24 and a 200 day moving average of $740.72. The stock has a market capitalization of $897.25 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: The S&P 500 and Nasdaq reached record closing highs as artificial-intelligence and other technology stocks advanced, while Treasury yields eased from recent highs. This supports IVV because technology megacaps represent a significant portion of the fund. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
• Positive Sentiment: A contrarian market indicator suggests individual investors remain underinvested even as the S&P 500 sets records. Continued skepticism could provide additional buying support if investors increase equity exposure. What This Reliable Contrarian Indicator Says About SPX Bears
• Neutral Sentiment: IVV recently reached a new 52-week high, reflecting strong underlying momentum and prompting discussion about whether investors should buy after the rally. Its valuation and elevated levels may make near-term returns more dependent on continued earnings growth. iShares Core S&P 500 ETF Reaches New 52-Week High
• Negative Sentiment: NVIDIA, Apple and Microsoft now account for approximately 21% of the S&P 500, creating unusually high concentration risk for index funds such as IVV. A pullback in any of these megacap holdings could disproportionately pressure the ETF. Three Stocks Are Now 21% of the S&P 500, the Most Ever
• Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran tensions are challenging the market’s valuation, while investors await the Federal Reserve’s meeting minutes. These factors can weigh on broad-market ETFs and particularly on richly valued growth holdings. Stock Market: Will S&P 500 Open Up or Down Today?

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.