Heritage Investment Group Inc. Buys 1,373 Shares of iShares Core S&P 500 ETF $IVV

Heritage Investment Group Inc. increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,540 shares of the company’s stock after acquiring an additional 1,373 shares during the period. iShares Core S&P 500 ETF comprises approximately 11.6% of Heritage Investment Group Inc.’s portfolio, making the stock its 2nd biggest holding. Heritage Investment Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $72,646,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of IVV. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Kennicott Capital Management LLC lifted its stake in iShares Core S&P 500 ETF by 74.8% in the second quarter. Kennicott Capital Management LLC now owns 8,649 shares of the company’s stock valued at $5,370,000 after acquiring an additional 3,701 shares during the last quarter. Ayalon Insurance Comp Ltd. grew its position in iShares Core S&P 500 ETF by 10.3% in the second quarter. Ayalon Insurance Comp Ltd. now owns 7,301 shares of the company’s stock worth $4,533,000 after acquiring an additional 681 shares in the last quarter. Finally, Leading Edge Financial Planning LLC increased its stake in shares of iShares Core S&P 500 ETF by 11.7% during the 2nd quarter. Leading Edge Financial Planning LLC now owns 669 shares of the company’s stock worth $416,000 after purchasing an additional 70 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Trading Up 0.0%

iShares Core S&P 500 ETF stock opened at $692.24 on Friday. The company has a market capitalization of $761.60 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day simple moving average is $685.65 and its 200-day simple moving average is $666.78. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $699.17.

About iShares Core S&P 500 ETF

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.