4,364 iShares Core S&P 500 ETF $IVV Shares Acquired by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,420 shares of the ETF’s stock after purchasing an additional 4,364 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 6.3% of WealthPLAN Partners LLC’s holdings, making the stock its 2nd largest position. WealthPLAN Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $34,785,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. PFG Private Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 3.4% in the 3rd quarter. PFG Private Wealth Management LLC now owns 41,945 shares of the ETF’s stock worth $32,124,000 after purchasing an additional 1,370 shares during the last quarter. Summit Financial Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 5.0% in the third quarter. Summit Financial Wealth Advisors LLC now owns 6,118 shares of the ETF’s stock valued at $4,685,000 after purchasing an additional 289 shares during the period. State of Alaska Department of Revenue acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at approximately $3,683,000. LifeSteps Financial Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 376.6% during the third quarter. LifeSteps Financial Inc. now owns 6,220 shares of the ETF’s stock valued at $4,763,000 after buying an additional 4,915 shares during the last quarter. Finally, Gunderson Capital Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $401,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key 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 Stock Performance

Shares of IVV traded down $8.49 during mid-day trading on Friday, reaching $766.67. 4,692,011 shares of the company’s stock traded hands, compared to its average volume of 7,793,377. The business’s 50-day moving average price is $771.85 and its 200-day moving average price is $747.06. The stock has a market capitalization of $879.68 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03.

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.