iShares Core S&P 500 ETF $IVV Shares Bought by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 153,036 shares of the ETF’s stock after purchasing an additional 1,298 shares during the period. iShares Core S&P 500 ETF comprises about 12.8% of RTD Financial Advisors Inc.’s holdings, making the stock its biggest holding. RTD Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $117,203,000 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. Punch & Associates Investment Management Inc. raised its holdings in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after buying an additional 14 shares during the period. Hidden Cove Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.5% in the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after buying an additional 14 shares during the period. Matthew Goff Investment Advisor LLC increased its position in shares of iShares Core S&P 500 ETF by 2.6% in the first quarter. Matthew Goff Investment Advisor LLC now owns 590 shares of the ETF’s stock worth $386,000 after acquiring an additional 15 shares in the last quarter. Richards Merrill & Peterson Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 2.8% during the first quarter. Richards Merrill & Peterson Inc. now owns 556 shares of the ETF’s stock valued at $363,000 after acquiring an additional 15 shares during the period. Finally, Sharp Wealth Advisory LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.3% in the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after acquiring an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $781.97 on Friday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03. The firm has a market capitalization of $898.80 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average price of $771.46 and a 200 day moving average price of $742.73.

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: Market optimism remains supportive: the S&P 500 reached new highs ahead of the fourth anniversary of its bull market, and one strategist believes the rally could continue. Strength across the index is directly beneficial to IVV, which tracks the S&P 500. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
• Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, citing a relatively attractive PEG ratio and historically favorable seasonal conditions. If realized, the outlook implies additional upside for IVV. Prediction: The S&P 500 Will Hit 10,000 in 2027
• Positive Sentiment: Historical analysis suggests October and the period following new market highs can still produce gains, reinforcing the constructive sentiment surrounding broad-market ETFs such as IVV. The S&P 500 Just Reached a New Record

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.