671 iShares Core S&P 500 ETF $IVV Shares Sold by Cassia Capital Partners LLC

Cassia Capital Partners LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,221 shares of the ETF’s stock after selling 671 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 3.2% of Cassia Capital Partners LLC’s portfolio, making the stock its 11th largest holding. Cassia Capital Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $7,062,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of IVV. D Orazio & Associates Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 6.2% during the 3rd quarter. D Orazio & Associates Inc. now owns 1,874 shares of the ETF’s stock worth $1,435,000 after purchasing an additional 109 shares during the period. Bedminster LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.4% in the third quarter. Bedminster LLC now owns 45,909 shares of the ETF’s stock worth $35,159,000 after purchasing an additional 168 shares in the last quarter. Marathon Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 9.8% in the third quarter. Marathon Wealth Advisors LLC now owns 9,244 shares of the ETF’s stock worth $7,079,000 after purchasing an additional 826 shares in the last quarter. Gen Wealth Partners Inc grew its stake in shares of iShares Core S&P 500 ETF by 1.5% in the third quarter. Gen Wealth Partners Inc now owns 14,905 shares of the ETF’s stock worth $11,415,000 after purchasing an additional 214 shares in the last quarter. Finally, Beutel Goodman & Co Ltd. increased its holdings in shares of iShares Core S&P 500 ETF by 33.6% during the third quarter. Beutel Goodman & Co Ltd. now owns 2,471 shares of the ETF’s stock valued at $1,893,000 after purchasing an additional 622 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.4%

Shares of IVV opened at $753.37 on Wednesday. The firm has a market capitalization of $869.65 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $768.33 and a 200 day moving average price of $733.94. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $785.03.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: U.S. stock futures rose as lower oil prices lifted market sentiment, while dip-buying in technology shares had recently helped U.S. stocks rebound. These developments could support IVV if the recovery continues. Reuters: S&P 500, Dow futures climb as oil slide lifts sentiment Risk-On: S&P 500 Surges Out of the Gate
• Neutral Sentiment: IVV’s reported holdings activity included additions of Apple and Nvidia. This reflects changes in the ETF’s index-linked portfolio, but the reports do not indicate a separate active investment decision or a clear directional signal for the fund. IVV Adds Apple and Nvidia on Nov. 6
• Neutral Sentiment: Altiora Financial Group disclosed that it cut its IVV position by about half. This was one firm’s portfolio decision and does not, on its own, establish a broader change in investor demand. Altiora Financial Group decreased its IVV position
• Negative Sentiment: The S&P 500’s early-November decline was its third-weakest start to the month since 1950. Historical comparisons offer no strong reassurance: after the eight weakest starts, the index finished the following April higher only four times. Weak November starts and what followed
• Negative Sentiment: Commentary highlights continued market declines and the risk that high technology valuations could weigh on the S&P 500. IVV’s broad exposure does not eliminate that risk, particularly given the index’s substantial technology weighting. Is the S&P 500 Heading for a Correction?

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.