Milestone Investment Advisors LLC Buys 1,342 Shares of iShares Core S&P 500 ETF $IVV

Milestone Investment Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,085 shares of the company’s stock after acquiring an additional 1,342 shares during the period. iShares Core S&P 500 ETF comprises about 2.7% of Milestone Investment Advisors LLC’s holdings, making the stock its 9th biggest position. Milestone Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $11,017,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth $29,000. GS Investments Inc. grew its holdings in iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after purchasing an additional 20 shares during the last quarter. Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at $38,000. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at $39,000. Finally, Dorato Capital Management purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $55,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $740.91 on Monday. iShares Core S&P 500 ETF has a 52-week low of $594.71 and a 52-week high of $764.00. The stock has a fifty day simple moving average of $716.06 and a 200-day simple moving average of $695.75. The company has a market capitalization of $818.15 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

About iShares Core S&P 500 ETF

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.