18,381 iShares Core S&P 500 ETF $IVV Shares Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 927,514 shares of the ETF’s stock after selling 18,381 shares during the quarter. iShares Core S&P 500 ETF accounts for 7.0% of Prime Capital Investment Advisors LLC’s portfolio, making the stock its largest holding. Prime Capital Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $710,337,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Dagco Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 9.4% in the 3rd quarter. Dagco Inc. now owns 51,730 shares of the ETF’s stock worth $39,617,000 after purchasing an additional 4,427 shares during the last quarter. HEMMING& Wealth Management Inc. increased its position in shares of iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. HEMMING& Wealth Management Inc. now owns 31,398 shares of the ETF’s stock worth $24,046,000 after purchasing an additional 138 shares in the last quarter. Prentice Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 3.0% during the 3rd quarter. Prentice Wealth Management LLC now owns 652 shares of the ETF’s stock valued at $499,000 after purchasing an additional 19 shares during the last quarter. Willis Investment Counsel bought a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at about $204,000. Finally, Islay Capital Management LLC lifted its holdings in iShares Core S&P 500 ETF by 43.8% during the 3rd quarter. Islay Capital Management LLC now owns 5,023 shares of the ETF’s stock valued at $3,847,000 after purchasing an additional 1,530 shares during the last quarter. 70.12% of the stock is currently owned by 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: Investors are increasingly optimistic that the S&P 500 could extend its advance. One forecast calls for a fourth consecutive double-digit annual gain in 2026, while Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the index could reach 8,500 by mid-2027. Prediction: 2026 Will Be the S&P 500’s 4th Straight Double-Digit Year Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data supports the long-term case for IVV: the S&P 500 has recovered to record highs after every 10% or larger decline since 1950, and has risen one year after each of the past 19 midterm elections. How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
• Positive Sentiment: IVV’s broad-market exposure, low costs and long-term diversification continue to make it attractive for buy-and-hold investors. A related quality ETF analysis also presents quality-focused diversification as a potential complement to IVV. IVV vs. SPY: Which S&P 500 ETF Is the Better Buy? JQUA: How This Diversified Quality ETF Makes IVV Even Better
• Neutral Sentiment: Institutional ownership changes were mixed: Novem Group and CWA Asset Management increased their positions, and Peirce Capital initiated a stake, while Maia Wealth and Orin Green Financial reduced holdings. These third-quarter filings are relatively small and unlikely to materially affect IVV. Institutional Stake Changes
• Neutral Sentiment: IVV sold approximately $33.5 million of NVIDIA on Monday after adding NVIDIA and Apple shares on October 16, indicating portfolio rebalancing rather than a clear change in the fund’s overall outlook. IVV Sells $33.5 Million of NVIDIA
• Negative Sentiment: Risks remain from inflation, geopolitical tensions and concerns about an AI-driven concentration in the index; 41 AI-related companies reportedly represented nearly half of the S&P 500’s market value. Heavy reliance on technology earnings could increase volatility. AI Swings Rock the S&P 500

iShares Core S&P 500 ETF Stock Up 0.6%

NYSEARCA:IVV opened at $776.65 on Thursday. The firm has a market cap of $891.63 billion, a PE 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 $785.03. The company’s 50-day moving average price is $771.69 and its two-hundred day moving average price is $750.30.

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.