iShares Core S&P 500 ETF $IVV Shares Purchased by Flagship Private Wealth LLC

Flagship Private Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,875 shares of the company’s stock after buying an additional 1,240 shares during the period. iShares Core S&P 500 ETF makes up 13.4% of Flagship Private Wealth LLC’s holdings, making the stock its largest position. Flagship Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $34,162,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP raised its holdings in shares of iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. raised its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after buying an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strong AI-related demand, which supports further upside for IVV. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another RBC note argued that big tech and a “two-speed” economy could help drive the benchmark roughly 10% higher over the next year, reinforcing a bullish backdrop for S&P 500 exposure. RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.
• Positive Sentiment: Markets continued to notch record highs this week, with the S&P 500 extending its rally despite geopolitical uncertainty, which should help sentiment toward IVV. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: Additional commentary said the S&P 500’s rally is being supported by a strong earnings season, a key driver that can keep passive index funds like IVV elevated. Why the S&P 500 Is Heading to 8000
• Neutral Sentiment: State Street’s ETF outlook said IVV could benefit from heavy U.S. ETF inflows this year, although this is more of a structural tailwind than an immediate catalyst. If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV
• Neutral Sentiment: Some traders are buying S&P 500 downside protection as part of a hedge trade, suggesting investors are still willing to pay for insurance even as the index rallies. This ‘win-win’ hedge trade is getting popular with traders
• Negative Sentiment: Some technical analysts warned the rally may be getting stretched, with breadth divergence and reversal signals pointing to possible late-stage exhaustion, which could pressure IVV if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $740.97 on Friday. The firm has a market capitalization of $818.22 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $565.48 and a 1-year high of $741.50. The company’s fifty day moving average price is $684.53 and its 200-day moving average price is $685.48.

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.