iShares Core S&P 500 ETF $IVV Shares Sold by Oak Wealth Advisors LLC

Oak Wealth Advisors LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% in the fourth quarter, HoldingsChannel reports. The firm owned 29,593 shares of the company’s stock after selling 1,518 shares during the period. iShares Core S&P 500 ETF accounts for 11.6% of Oak Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. Oak Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $20,269,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Legacy Private Trust Co. raised its stake in shares of iShares Core S&P 500 ETF by 1.1% during 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 in the last quarter. Coyle Financial Counsel LLC raised its stake in shares of iShares Core S&P 500 ETF by 7.1% during 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 in the last quarter. Hubbell Strickland Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.0% during 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 in the last quarter. Belpointe Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.5% during 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 in the last quarter. Finally, Atria Investments Inc raised its stake in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: Citi raised its S&P 500 target to 8,100, saying strong earnings and continued AI spending may outweigh macro risks, which supports a bullish case for broad index funds like IVV. The Stock Market Just Got Crushed. Why Citi Is Raising Its S&P 500 Target.
• Positive Sentiment: Chip and AI-related stocks showed signs of stabilizing, with Intel leading the S&P 500 higher and Marvell jumping after news of its S&P 500 inclusion, which can help sentiment for the broader index. Intel Is Today’s Top S&P 500 Stock. These Are the Reasons Why. Marvell Technology jumps almost 9% in premarket after news it will join the S&P 500 index
• Neutral Sentiment: Analysts are discussing where buyers may re-enter after Friday’s rout, helped by lower bond yields, suggesting the ETF could find support if rates continue easing. Where S&P 500 Buyers May Surface After Friday’s Rout
• Negative Sentiment: Several reports warn the S&P 500 could face a deeper correction after breaking technical support, reinforcing downside risk for IVV if selling resumes. Trading expert warns of strong S&P 500 correction ahead
• Negative Sentiment: Broad market weakness after Friday’s reversal, triggered by payrolls data and disappointing reactions to some earnings, is still weighing on sentiment for S&P 500 ETFs. Top catalysts that will drive the S&P 500 Index, VOO, SPY, and IVV ETFs

iShares Core S&P 500 ETF Price Performance

IVV opened at $742.66 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $594.71 and a fifty-two week high of $764.00. The business has a 50-day moving average of $717.95 and a 200-day moving average of $696.31. The company has a market capitalization of $820.08 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF 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.