iShares Core S&P 500 ETF $IVV Stock Acquired by Pinnacle Associates Ltd.

Posted by George Bondi on Oct 23rd, 2026

Pinnacle Associates Ltd. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.7% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 143,389 shares of the ETF’s stock after purchasing an additional 929 shares during the period. iShares Core S&P 500 ETF accounts for 1.2% of Pinnacle Associates Ltd.’s investment portfolio, making the stock its 17th largest position. Pinnacle Associates Ltd.’s holdings in iShares Core S&P 500 ETF were worth $109,814,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Ironwood Financial llc boosted its holdings in iShares Core S&P 500 ETF by 0.3% in the 3rd quarter. Ironwood Financial llc now owns 103,015 shares of the ETF’s stock valued at $78,894,000 after purchasing an additional 345 shares during the period. Nisa Investment Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 17.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after purchasing an additional 3,141,233 shares in the last quarter. Integrated Advisors Network LLC increased its holdings in shares of iShares Core S&P 500 ETF by 3.7% in the third quarter. Integrated Advisors Network LLC now owns 163,139 shares of the ETF’s stock worth $124,940,000 after purchasing an additional 5,750 shares during the period. Oath Planning LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $335,000. Finally, Sensible Money LLC increased its stake in iShares Core S&P 500 ETF by 3.6% in the 3rd quarter. Sensible Money LLC now owns 2,505 shares of the ETF’s stock worth $1,919,000 after acquiring an additional 88 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

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: Several analysts remain optimistic about the S&P 500. Goldman Sachs reportedly sees the index reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager projected a potential rise to 9,500 by June 2027, citing artificial intelligence, longevity and energy investment. Goldman Sachs S&P 500 forecast UBS S&P 500 forecast
Positive Sentiment: Long-term market history continues to support the buy-and-hold case for IVV: the S&P 500 has averaged nearly 11% in annual total returns since 1990, and historically has recovered from major declines and eventually reached new highs. S&P 500 long-term history
Neutral Sentiment: IVV sold NVIDIA shares, including approximately $33.5 million on Monday, and also sold NVIDIA and Apple shares on Tuesday. These transactions appear to reflect routine portfolio rebalancing rather than a change in the ETF’s investment mandate, although reduced exposure to top-performing holdings can affect near-term returns. IVV sells NVIDIA and Apple
Neutral Sentiment: Institutional ownership activity was mixed: Novem Group, CWA Asset Management and Peirce Capital added to or initiated IVV positions, while Maia Wealth and Orin Green Financial reduced their holdings. These third-quarter filings are backward-looking and have limited immediate price impact. Institutional IVV ownership changes
Negative Sentiment: Credit-market stress is weighing on sentiment. Wider credit-default-swap spreads at AI infrastructure companies and sharply higher investment-grade corporate-bond yields suggest investors are becoming more concerned about leverage, cash flow and the broader economic outlook. S&P 500 credit-market concerns

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $767.41 on Friday. The firm’s 50 day simple moving average is $771.41 and its 200 day simple moving average is $751.07. The company has a market capitalization of $880.41 billion, a P/E 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.

iShares Core S&P 500 ETF Profile

(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.