iShares Core S&P 500 ETF $IVV Shares Bought by IMA Advisory Services Inc.

IMA Advisory Services Inc. grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2,587.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,617 shares of the company’s stock after acquiring an additional 5,408 shares during the quarter. IMA Advisory Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $3,847,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Nicollet Investment Management Inc. increased its position in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC increased its position in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after purchasing an additional 15 shares in the last quarter. Wealth Effects LLC increased its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after purchasing an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its position in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after purchasing an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $740.91 on Monday. The firm has a 50 day moving average price of $716.06 and a 200 day moving average price of $695.75. The company has a market cap of $818.15 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 $594.71 and a 1 year high of $764.00.

iShares Core S&P 500 ETF News Summary

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.