RFG Advisory LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,612 shares of the company’s stock after acquiring an additional 906 shares during the period. RFG Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $19,598,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after buying an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after buying an additional 201,983 shares during the last quarter. Marshall Wace LLP raised its holdings in shares of iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after buying an additional 6,101,936 shares during the last quarter. Creative Planning raised its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after buying an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp raised its holdings in shares of iShares Core S&P 500 ETF by 3.6% during the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after buying an additional 601,254 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.8%
IVV opened at $726.98 on Wednesday. The business’s 50 day moving average is $682.60 and its 200-day moving average is $684.49. The stock has a market cap of $802.77 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $558.69 and a twelve month high of $728.39.
Key Headlines Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Big tech and chip optimism lifted the index after reports Apple and Intel talks shifted supply-chain dynamics, sending chip stocks higher and pushing the S&P toward record highs. S&P 500: Tech Stocks Surge as Apple-Intel Chip Deal Shifts Supply Chain
- Positive Sentiment: Aggregate S&P 500 earnings are beating expectations this quarter, supporting multiple expansion and driving demand for broad-market ETFs like IVV. S&P 500 Earnings Are Handily Topping Expectations—It’s Good News for Investors
- Positive Sentiment: Flows into S&P 500 funds remain strong (reports cite about $17B inflows), which directly supports IVV’s share demand and price. Fidelity small-cap ETF beats Vanguard by 20% as S&P 500 funds see $17B inflows
- Positive Sentiment: Commodity moves (notably a drop in crude) and other short-term catalysts have eased inflation/geo-risk fears, helping equities and S&P ETFs rally. Top catalysts for S&P 500 Index, SPY, and VOO ETFs this week
- Neutral Sentiment: Market strategists expect further upside but note potential volatility during earnings season — IVV may see intra-day swings as results continue to roll in. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Working Through Earnings Season
- Neutral Sentiment: Big single-stock moves (e.g., SanDisk’s sharp rally) can skew headline S&P performance but don’t materially change IVV’s diversified exposure — watch concentration effects within the index. SanDisk Stock Crushes Nvidia With 45x Returns, Becomes S&P 500’s Best
- Negative Sentiment: Earlier in the week, oil-price spikes tied to geopolitical risk briefly pressured the S&P, illustrating a threat that could reverse gains if commodity-driven risk spikes recur. S&P 500 Faces Oil-Fueled Sell-Off Pressure in Possible Return to Merger Monday Deal
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.
Further Reading
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