9,775 iShares Core S&P 500 ETF $IVV Shares Acquired by ALM First Financial Advisors LLC

Posted by Brian Himes on Oct 13th, 2026

ALM First Financial Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 41.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,130 shares of the ETF’s stock after buying an additional 9,775 shares during the quarter. iShares Core S&P 500 ETF makes up 3.9% of ALM First Financial Advisors LLC’s portfolio, making the stock its 4th largest position. ALM First Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $25,373,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Olistico Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at $25,000. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares during the period. Allied Private Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at $33,000. Finally, Montgomery Financial Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $32,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.1%

Shares of NYSEARCA:IVV traded down $0.83 during trading on Tuesday, reaching $780.61. 859,241 shares of the stock were exchanged, compared to its average volume of 7,827,722. 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 $771.87 and a 200-day moving average price of $744.21. The firm has a market cap of $894.97 billion, a PE ratio of 25.10 and a beta of 1.00.

Key iShares Core S&P 500 ETF News

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

Positive Sentiment: The S&P 500’s bull market has reached its fourth anniversary, with the index more than doubling from its October 2022 low. The sustained advance supports IVV’s long-term performance and reflects continued investor demand for U.S. large-cap equities. S&P 500 Bull Market Turns 4
Positive Sentiment: Potential support for the index this week includes third-quarter earnings, cooling energy prices and historically favorable October trading patterns. Strong results from major banks and other large companies could provide another catalyst for IVV. Stock Market: Will S&P 500 Open Up or Down Today?

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.