Gradient Investments LLC Cuts Stake in iShares Core S&P 500 ETF $IVV

Gradient Investments LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 54,326 shares of the ETF’s stock after selling 4,364 shares during the quarter. Gradient Investments LLC’s holdings in iShares Core S&P 500 ETF were worth $41,606,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of IVV. Valeo Financial Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 2.8% during the 3rd quarter. Valeo Financial Advisors LLC now owns 337,847 shares of the ETF’s stock worth $258,740,000 after buying an additional 9,333 shares in the last quarter. Plan A Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 9.3% during the 3rd quarter. Plan A Wealth LLC now owns 3,644 shares of the ETF’s stock valued at $2,791,000 after purchasing an additional 309 shares during the period. LWM Advisors Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $203,000. Toth Financial Advisory Corp lifted its holdings in shares of iShares Core S&P 500 ETF by 3.2% in the third quarter. Toth Financial Advisory Corp now owns 3,754 shares of the ETF’s stock valued at $2,875,000 after buying an additional 118 shares during the period. Finally, Ayalon Insurance Comp Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 1.8% in the third quarter. Ayalon Insurance Comp Ltd. now owns 6,372 shares of the ETF’s stock valued at $4,880,000 after buying an additional 112 shares during the period. Institutional investors own 70.12% of the company’s stock.

Get iShares Core S&P 500 ETF alerts:

iShares Core S&P 500 ETF Trading Down 0.7%

NYSEARCA:IVV traded down $5.25 during mid-day trading on Thursday, reaching $775.33. 1,351,128 shares of the stock were exchanged, compared to its average volume of 7,894,607. The business has a fifty day moving average price of $770.19 and a 200 day moving average price of $741.57. The firm has a market capitalization of $891.16 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03.

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: Strong earnings outlook supports the index. Deutsche Bank expects S&P 500 third-quarter earnings growth of 34%, above the 27% consensus, while broader analyst estimates point to approximately 30% growth. Continued AI demand and a cyclical recovery could support IVV’s holdings. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3 Here comes third-quarter earnings season
• Positive Sentiment: Some strategists remain bullish. A historically favorable period for stocks and an attractive PEG ratio are cited as reasons the S&P 500 could reach 10,000 by the end of 2027, potentially benefiting IVV over the longer term. Prediction: The S&P 500 Will Hit 10,000 in 2027
• Neutral Sentiment: New Trump Accounts could expand ETF participation. The program initially directs contributions into a State Street ETF, not IVV specifically, so any benefit to IVV would likely be indirect through broader demand for U.S. equity funds. 70 Million Kids Just Got Trump Accounts
• Neutral Sentiment: Record highs provide momentum but raise valuation concerns. The S&P 500 recently reached new highs, and improving investor sentiment may support IVV; however, market gains have been concentrated in technology stocks while many other shares lag. The S&P 500 Hits a New Record High
• Negative Sentiment: Higher yields and inflation concerns are pressuring equities. Rising Treasury yields and hawkish inflation data increase discount rates and could weigh on IVV’s growth-oriented holdings. Stock Market: Will S&P 500 Open Up or Down Today?
• Negative Sentiment: AI concentration is a key downside risk. Nvidia, Apple and Microsoft account for roughly 21% of the S&P 500, making IVV more vulnerable if the AI trade loses momentum. One strategist warned that an AI bubble could burst in 2027 and trigger a major index decline. AI bubble could burst in 2027 Three Stocks Are Now 21% of the S&P 500
• Negative Sentiment: Geopolitical tensions add volatility risk. Reports of potential U.S. military action involving Iran, alongside higher oil prices, could weaken risk appetite and pressure the broad market. Stock Market Today

About iShares Core S&P 500 ETF

(Free Report)

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.

Featured Stories

• Five stocks we like better than iShares Core S&P 500 ETF
• PepsiCo Stock Looks Poised to Bottom With High Yield, Deep Value
• Alphabet’s $1.8 Billion Black Hills Deal Powers AI Data Center Push
• This Space ETF Offers SpaceX Exposure—But Investors Are Paying for the Volatilit
• Does Lemonade’s Growth Signal Profits Ahead?

Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.