MKD Wealth Coaches LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 88,628 shares of the ETF’s stock after buying an additional 1,804 shares during the quarter. iShares Core S&P 500 ETF accounts for about 56.2% of MKD Wealth Coaches LLC’s holdings, making the stock its biggest position. MKD Wealth Coaches LLC’s holdings in iShares Core S&P 500 ETF were worth $67,876,000 as of its most recent filing with the SEC.
Other institutional investors also recently modified their holdings of the company. Blalock Williams LLC boosted its holdings in iShares Core S&P 500 ETF by 74.9% in the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after purchasing an additional 7,130 shares in the last quarter. Cornerstone Planning Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after buying an additional 6,417 shares during the last quarter. Compass Financial Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $3,601,000. HWG Holdings LP increased its holdings in shares of iShares Core S&P 500 ETF by 24.9% during the 3rd quarter. HWG Holdings LP now owns 127,281 shares of the ETF’s stock valued at $97,478,000 after acquiring an additional 25,357 shares during the last quarter. Finally, Capital Analysts LLC raised its stake in shares of iShares Core S&P 500 ETF by 18.2% in the 2nd quarter. Capital Analysts LLC now owns 219,719 shares of the ETF’s stock valued at $164,546,000 after acquiring an additional 33,785 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Down 0.4%
Shares of iShares Core S&P 500 ETF stock opened at $777.27 on Friday. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $785.03. The stock has a 50 day moving average price of $770.83 and a two-hundred day moving average price of $742.45. The stock has a market capitalization of $893.39 billion, a P/E ratio of 25.10 and a beta of 1.00.
Trending Headlines about iShares Core S&P 500 ETF
- Positive Sentiment: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
- Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
- Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%
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.
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