Shakespeare Wealth Management LLC Makes New Investment in iShares Core S&P 500 ETF $IVV

Shakespeare Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,416 shares of the ETF’s stock, valued at approximately $1,085,000.

Several other hedge funds have also added to or reduced their stakes in the company. Diversify Advisory Services LLC boosted its holdings in iShares Core S&P 500 ETF by 28.7% during the third quarter. Diversify Advisory Services LLC now owns 165,212 shares of the ETF’s stock worth $128,066,000 after buying an additional 36,853 shares during the last quarter. Blalock Williams LLC grew its position in shares of iShares Core S&P 500 ETF by 74.9% during the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after buying an additional 7,130 shares during the period. Elevated Financial Group LLC grew its position in shares of iShares Core S&P 500 ETF by 27.7% during the 3rd quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock worth $57,905,000 after buying an additional 16,379 shares during the period. Prairie Advisory LLC increased its stake in shares of iShares Core S&P 500 ETF by 123.1% in the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after acquiring an additional 9,135 shares during the last quarter. Finally, Farmers & Merchants Investments Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 392,437 shares of the ETF’s stock valued at $300,548,000 after acquiring an additional 1,848 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $759.18 on Friday. The stock has a market cap of $870.48 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $770.86 and a 200-day moving average of $731.81. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03.

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 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.