iShares Core S&P 500 ETF $IVV is W Advisors LLC’s 4th Largest Position

W Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,148 shares of the company’s stock after buying an additional 1,720 shares during the quarter. iShares Core S&P 500 ETF comprises about 4.1% of W Advisors LLC’s holdings, making the stock its 4th largest position. W Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $7,935,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Cahaba Wealth Management Inc. raised its stake in iShares Core S&P 500 ETF by 3.9% during the 1st quarter. Cahaba Wealth Management Inc. now owns 649,315 shares of the company’s stock valued at $424,139,000 after acquiring an additional 24,607 shares during the last quarter. First Interstate Bank grew its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 1st quarter. First Interstate Bank now owns 206,171 shares of the company’s stock valued at $134,673,000 after purchasing an additional 3,495 shares during the last quarter. Bluestem Financial Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 1st quarter. Bluestem Financial Advisors LLC now owns 81,893 shares of the company’s stock valued at $53,493,000 after purchasing an additional 2,045 shares during the last quarter. Ascent Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at approximately $412,000. Finally, Lmcg Investments LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.8% in the first quarter. Lmcg Investments LLC now owns 1,730 shares of the company’s stock valued at $1,130,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $749.06 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $621.05 and a 12 month high of $764.00. The business has a 50 day simple moving average of $744.54 and a 200-day simple moving average of $706.26. The stock has a market capitalization of $885.46 billion, a PE ratio of 25.10 and a beta of 1.00.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Several strategists remain constructive on U.S. equities, with Ed Yardeni reiterating a year-end S&P 500 target of 8,250 and another market strategist calling for 8,500, both citing strong earnings and the AI investment cycle as key support for the index. Article Title Article Title
• Positive Sentiment: Historical market analysis suggests the S&P 500’s strong first-half performance has often been followed by additional gains in the second half, with earnings growth and revenue momentum viewed as potential tailwinds for index ETFs like IVV. Article Title Article Title
• Neutral Sentiment: Some analysts are focused on technical breakout levels for the S&P 500, suggesting the market may be in a pause before its next move rather than in a clear trend change. Article Title
• Neutral Sentiment: Market commentary also points to continued sector rotation, with investors shifting away from semiconductors and toward healthcare, staples, and financials, which can create short-term volatility for the broader index. Article Title Article Title
• Negative Sentiment: Near-term trading has been weighed by weaker chip stocks, a tech-led selloff, rising oil prices tied to Middle East tensions, and investor caution ahead of Federal Reserve minutes, all of which have pressured S&P 500 futures. Article Title

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.