iShares Core S&P 500 ETF $IVV Stock Sold by Kelleher Financial Advisors

Posted by Francis Steltz on Nov 5th, 2026

Kelleher Financial Advisors lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,915 shares of the ETF’s stock after selling 1,518 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 12.2% of Kelleher Financial Advisors’ portfolio, making the stock its largest position. Kelleher Financial Advisors’ holdings in iShares Core S&P 500 ETF were worth $45,886,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Olistico Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $25,000. Punch & Associates Investment Management Inc. increased its position in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares in the last quarter. Sawyer & Company Inc bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at about $28,000. Montgomery Financial Services LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $32,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

Trending Headlines about iShares Core S&P 500 ETF

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

Positive Sentiment: In 12 of 16 previous instances when the S&P 500 fell in both September and October, the index rose in November and December. That history may support a more optimistic near-term outlook, though it does not predict what happens this time. Article: The S&P 500 Fell in Both September and October for Only the 17th Time Since 1950. Here’s What Usually Followed.
Neutral Sentiment: The S&P 500 was near a record even though about 60% of its stocks were reportedly in bear markets. This divergence suggests index gains may be concentrated in a smaller group of large companies, leaving IVV exposed if leadership weakens. Article: 60% of S&P 500 Stocks Are in a Bear Market, With the Index Near a Record
Neutral Sentiment: Equal-weight S&P 500 exposure outperformed the standard index in October. That may indicate a broader market rally, but it also means IVV’s market-cap-weighted approach lagged that measure during the month. Article: This Index Just Did Something It Hasn’t Done Since 2009. Is It Time To Buy?
Negative Sentiment: U.S. stock futures fell following the midterm election results, signaling a risk-off tone that could weigh on IVV and other broad-market funds. Article: Dow Jones, Nasdaq 100, S&P 500 futures tumble after Democratic sweep: what next?
Negative Sentiment: A report cautioned that an accounting issue tied to the AI buildout could make some technology companies’ earnings look stronger than their underlying results, raising a potential risk for the S&P 500’s large technology holdings. Article: The S&P 500’s Record Profits Are Hiding a Problem Investors Haven’t Seen Before

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $770.17 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03. The stock has a 50 day moving average price of $770.41 and a two-hundred day moving average price of $732.80. The stock has a market capitalization of $882.88 billion, a PE ratio of 25.10 and a beta of 1.00.

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.