Guidance Point Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 81,327 shares of the company’s stock after acquiring an additional 801 shares during the period. iShares Core S&P 500 ETF accounts for approximately 12.9% of Guidance Point Advisors LLC’s portfolio, making the stock its 2nd biggest position. Guidance Point Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $55,773,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of the company. McGrath & Associates Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 4.8% during the 4th quarter. McGrath & Associates Inc. now owns 346 shares of the company’s stock worth $237,000 after buying an additional 16 shares during the last quarter. Greenspring Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 62.7% during the 4th quarter. Greenspring Advisors LLC now owns 3,645 shares of the company’s stock worth $2,496,000 after purchasing an additional 1,404 shares during the period. Disciplined Investors L.L.C. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $260,000. Evolution Wealth Management Inc. increased its position in shares of iShares Core S&P 500 ETF by 20.7% during the fourth quarter. Evolution Wealth Management Inc. now owns 3,202 shares of the company’s stock valued at $2,193,000 after acquiring an additional 549 shares during the last quarter. Finally, North Berkeley Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 12.1% in the 4th quarter. North Berkeley Wealth Management LLC now owns 5,764 shares of the company’s stock worth $3,948,000 after acquiring an additional 620 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $757.25 on Thursday. The company has a market cap of $836.19 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $712.35 and a two-hundred day moving average of $694.64. iShares Core S&P 500 ETF has a 1-year low of $593.93 and a 1-year high of $764.00.
Key Headlines Impacting iShares Core S&P 500 ETF
- Positive Sentiment: The S&P 500 continued to hit record highs earlier in the week, supported by a powerful rally and strength in large-cap stocks, especially semiconductors and AI-related names. S&P500: US Stocks Climb to Records as Chip Rally Powers Stock Market
- Positive Sentiment: The market’s recent winning streak and record-setting close suggest momentum remains constructive over the medium term, which can support IVV if investors keep buying the broad market dip. S&P 500 Posts Longest Winning Streak in a Year
- Neutral Sentiment: The latest market action shows investors watching macro signals such as Treasury yields, oil prices, inflation concerns, and Fed policy uncertainty, all of which are influencing broad index direction. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
- Negative Sentiment: The rally has started to lose steam, with the S&P 500 giving back earlier gains and breadth deteriorating, which raises the risk of a broader pullback in IVV. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
- Negative Sentiment: Several reports warn that rising volatility in individual stocks, weaker market breadth, and stretched sentiment could create asymmetric downside risk for the S&P 500 if selling accelerates. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500
iShares Core S&P 500 ETF 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.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
- Coke’s $10B India IPO Plan Pops the Top on Hidden Value
- FedEx Unboxes Billions in Post-Spinoff Value
- Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow
- Palo Alto Networks Accelerates Growth 31% on AI Demand
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.
