Vaquero Private Wealth Ltd. decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,521 shares of the ETF’s stock after selling 5,409 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 9.9% of Vaquero Private Wealth Ltd.’s holdings, making the stock its biggest holding. Vaquero Private Wealth Ltd.’s holdings in iShares Core S&P 500 ETF were worth $47,116,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also bought and sold shares of the stock. Olistico Wealth LLC bought a new position in iShares Core S&P 500 ETF during the third quarter valued at about $25,000. Punch & Associates Investment Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares in the last quarter. Sawyer & Company Inc acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $28,000. Montgomery Financial Services LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. acquired a new stake in iShares Core S&P 500 ETF during the third quarter worth about $32,000. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Down 1.8%
NYSEARCA:IVV opened at $759.18 on Friday. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $785.03. The firm has a market capitalization of $869.87 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $770.86 and a 200 day moving average price of $731.81.
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: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
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.
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