Valeo Financial Advisors LLC Buys 80,965 Shares of iShares Core S&P 500 ETF $IVV

Valeo Financial Advisors LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 315,833 shares of the company’s stock after purchasing an additional 80,965 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 4.7% of Valeo Financial Advisors LLC’s holdings, making the stock its 3rd biggest holding. Valeo Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $216,327,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Americana Partners LLC grew its position in iShares Core S&P 500 ETF by 21.8% in the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares during the last quarter. Legacy Private Trust Co. grew its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC grew its position in iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the last quarter. Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares during the last quarter. Finally, Belpointe Asset Management LLC grew its position in iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strong AI-related demand, which supports further upside for IVV. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another RBC note argued that big tech and a “two-speed” economy could help drive the benchmark roughly 10% higher over the next year, reinforcing a bullish backdrop for S&P 500 exposure. RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.
• Positive Sentiment: Markets continued to notch record highs this week, with the S&P 500 extending its rally despite geopolitical uncertainty, which should help sentiment toward IVV. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: Additional commentary said the S&P 500’s rally is being supported by a strong earnings season, a key driver that can keep passive index funds like IVV elevated. Why the S&P 500 Is Heading to 8000
• Neutral Sentiment: State Street’s ETF outlook said IVV could benefit from heavy U.S. ETF inflows this year, although this is more of a structural tailwind than an immediate catalyst. If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV
• Neutral Sentiment: Some traders are buying S&P 500 downside protection as part of a hedge trade, suggesting investors are still willing to pay for insurance even as the index rallies. This ‘win-win’ hedge trade is getting popular with traders
• Negative Sentiment: Some technical analysts warned the rally may be getting stretched, with breadth divergence and reversal signals pointing to possible late-stage exhaustion, which could pressure IVV if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $740.97 on Monday. The firm has a 50 day simple moving average of $684.53 and a 200-day simple moving average of $685.48. The stock has a market capitalization of $818.22 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $565.48 and a 12-month high of $741.50.

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.