3,141,233 iShares Core S&P 500 ETF $IVV Shares Purchased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,395,674 shares of the ETF’s stock after buying an additional 3,141,233 shares during the period. iShares Core S&P 500 ETF makes up approximately 46.9% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its largest holding. Nisa Investment Advisors LLC owned 1.86% of iShares Core S&P 500 ETF worth $16,380,993,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Integrated Advisors Network LLC increased its holdings in iShares Core S&P 500 ETF by 3.7% in the 3rd quarter. Integrated Advisors Network LLC now owns 163,139 shares of the ETF’s stock worth $124,940,000 after buying an additional 5,750 shares during the period. Oath Planning LLC purchased a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $335,000. Sensible Money LLC lifted its stake in iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Sensible Money LLC now owns 2,505 shares of the ETF’s stock valued at $1,919,000 after acquiring an additional 88 shares during the period. Zullo Investment Group Inc. lifted its stake in iShares Core S&P 500 ETF by 0.6% during the 3rd quarter. Zullo Investment Group Inc. now owns 3,019 shares of the ETF’s stock valued at $2,312,000 after acquiring an additional 19 shares during the period. Finally, Diversify Advisory Services LLC lifted its stake in iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Diversify Advisory Services LLC now owns 165,212 shares of the ETF’s stock valued at $128,066,000 after acquiring an additional 36,853 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $767.41 on Friday. The firm’s fifty day simple moving average is $771.41 and its 200-day simple moving average is $751.07. The company has a market capitalization of $880.41 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Several analysts remain optimistic about the S&P 500. Goldman Sachs reportedly sees the index reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager projected a potential rise to 9,500 by June 2027, citing artificial intelligence, longevity and energy investment. Goldman Sachs S&P 500 forecast UBS S&P 500 forecast
• Positive Sentiment: Long-term market history continues to support the buy-and-hold case for IVV: the S&P 500 has averaged nearly 11% in annual total returns since 1990, and historically has recovered from major declines and eventually reached new highs. S&P 500 long-term history
• Neutral Sentiment: IVV sold NVIDIA shares, including approximately $33.5 million on Monday, and also sold NVIDIA and Apple shares on Tuesday. These transactions appear to reflect routine portfolio rebalancing rather than a change in the ETF’s investment mandate, although reduced exposure to top-performing holdings can affect near-term returns. IVV sells NVIDIA and Apple
• Neutral Sentiment: Institutional ownership activity was mixed: Novem Group, CWA Asset Management and Peirce Capital added to or initiated IVV positions, while Maia Wealth and Orin Green Financial reduced their holdings. These third-quarter filings are backward-looking and have limited immediate price impact. Institutional IVV ownership changes
• Negative Sentiment: Credit-market stress is weighing on sentiment. Wider credit-default-swap spreads at AI infrastructure companies and sharply higher investment-grade corporate-bond yields suggest investors are becoming more concerned about leverage, cash flow and the broader economic outlook. S&P 500 credit-market concerns

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.