Unique Wealth LLC Sells 845 Shares of iShares Core S&P 500 ETF $IVV

Unique Wealth LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 151,429 shares of the ETF’s stock after selling 845 shares during the quarter. iShares Core S&P 500 ETF accounts for 13.2% of Unique Wealth LLC’s portfolio, making the stock its 2nd largest position. Unique Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $113,403,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Financial Life Planners grew its position in iShares Core S&P 500 ETF by 4.2% during the second quarter. Financial Life Planners now owns 43,893 shares of the ETF’s stock valued at $32,871,000 after purchasing an additional 1,786 shares in the last quarter. Campbell Newman Asset Management Inc. acquired a new position in iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $801,000. Novem Group increased its stake in iShares Core S&P 500 ETF by 4.5% in the 2nd quarter. Novem Group now owns 20,874 shares of the ETF’s stock valued at $15,633,000 after buying an additional 904 shares during the period. 5T Wealth LLC lifted its position in iShares Core S&P 500 ETF by 29.9% in the 2nd quarter. 5T Wealth LLC now owns 14,723 shares of the ETF’s stock worth $11,027,000 after buying an additional 3,392 shares in the last quarter. Finally, CV Advisors LLC lifted its position in iShares Core S&P 500 ETF by 121.8% in the 2nd quarter. CV Advisors LLC now owns 1,524 shares of the ETF’s stock worth $1,141,000 after buying an additional 837 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.2%

Shares of NYSEARCA:IVV opened at $780.04 on Friday. The firm has a fifty day moving average of $752.14 and a two-hundred day moving average of $718.81. The firm has a market capitalization of $906.06 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Cooling inflation supports stocks: A benign PPI reading eased interest-rate concerns and improved investor sentiment, raising expectations that the Federal Reserve may have more flexibility on future policy. S&P 500 Hits New Record High Following PPI Data
• Positive Sentiment: Record index performance and technology strength: The S&P 500 closed at a new high as falling oil prices, easing inflation fears and continued technology-sector gains encouraged risk-taking. This is the most direct support for IVV. Dow rises as S&P 500 closes at record high
• Positive Sentiment: Potential index breakout: Technical analysts see bullish flag formations and possible breakouts in the S&P 500 and Nasdaq, suggesting momentum could continue if geopolitical risks do not intensify. US Indices Forecast
• Positive Sentiment: Tariff refunds may aid constituents: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with $2.1 billion already received. These cash benefits could modestly support earnings and liquidity for affected holdings. S&P 500 Companies Claim Tariff Refunds
• Neutral Sentiment: Index reshuffling: Reddit will enter the S&P 500 on August 18, replacing AvalonBay Communities. The change may create short-term rebalancing flows, but its effect on IVV should be limited because Reddit represents a small portion of the index. Reddit shares jump on S&P 500 inclusion
• Negative Sentiment: Geopolitical and policy risks remain: Renewed Middle East tensions and uncertainty ahead of the weekend are limiting gains, while upcoming economic data could renew questions about the Fed’s interest-rate path. S&P 500 edges higher as earnings offset tensions

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.