iShares Core S&P 500 ETF $IVV Shares Acquired by MKD Wealth Coaches LLC

MKD Wealth Coaches LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,628 shares of the ETF’s stock after purchasing an additional 1,804 shares during the quarter. iShares Core S&P 500 ETF makes up 56.2% of MKD Wealth Coaches LLC’s investment portfolio, making the stock its largest holding. MKD Wealth Coaches LLC’s holdings in iShares Core S&P 500 ETF were worth $67,876,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of IVV. Olistico Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the third quarter worth approximately $25,000. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. lifted its position 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 acquiring an additional 14 shares in the last quarter. Allied Private Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $33,000. Finally, Montgomery Financial Services LLC acquired a new position in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $32,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $777.27 on Friday. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The stock has a market cap of $893.39 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $770.83 and its two-hundred day moving average price is $742.45.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
• Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
• Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
• Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%

iShares Core S&P 500 ETF Company 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.