iShares Core S&P 500 ETF $IVV Shares Acquired by ORG Partners LLC

ORG Partners LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.0% during the fourth quarter, HoldingsChannel reports. The fund owned 8,876 shares of the company’s stock after purchasing an additional 806 shares during the period. iShares Core S&P 500 ETF accounts for about 1.1% of ORG Partners LLC’s investment portfolio, making the stock its 16th biggest holding. ORG Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $6,084,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Falcon Wealth Planning increased its stake in iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after purchasing an additional 15 shares during the last quarter. Atwood & Palmer Inc. raised its holdings in iShares Core S&P 500 ETF by 0.9% during the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after purchasing an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. lifted its position in shares of iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares during the last quarter. Balanced Wealth Group LLC lifted its position in shares of iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the last quarter. Finally, Nicollet Investment Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: Institutional buying — Baron Wealth Management disclosed a meaningful purchase of IVV shares, a sign some asset managers are adding exposure to the index via the ETF. Baron Wealth Management LLC Purchases 1,073 Shares of iShares Core S&P 500 ETF $IVV
• Positive Sentiment: Valuation improvement — the S&P 500 earnings yield climbed back above 5%, which can make broad-cap index exposure (and IVV) more attractive to value- and income- oriented investors. S&P 500 Earnings Update: Earnings Yield Jumps Back Over 5%
• Positive Sentiment: Short-lived risk relief in futures — comments aiming to de-escalate Iran tensions briefly lifted futures and could produce intermittent bounces for IVV if diplomatic signals continue. Stock Market Today: S&P 500, Dow, Nasdaq Futures Gain As Trump Calls Iran’s New Leaders ‘Very Reasonable’
• Neutral Sentiment: Consensus targets unchanged — some Wall Street strategists are keeping year‑end S&P targets intact (around 7,700), implying that current weakness may be seen as a buying opportunity for longer-term allocations to IVV. S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.
• Neutral Sentiment: Technical/short-term outlook mixed — market commentary highlights levels to watch and whether options-related flows (e.g., delta-hedging around expirations) accentuated the selloff; useful for traders but less decisive for long-term IVV holders. S&P 500 Levels to Watch Amid Dow, Nasdaq Correction
• Negative Sentiment: Geopolitical risk driving downside — analysts warn the Iran conflict could deepen and push the S&P materially lower (one note cites a potential drop to ~6,150), which would pressure IVV given its S&P 500 exposure. S&P 500 could fall to 6,150: analyst explains how to play the dip
• Negative Sentiment: Oil spike and risk-off — oil topped $100/bbl, lifting commodity-driven risk premia and pressuring equities; higher energy prices can weigh on margins and investor sentiment for the broad market and IVV. S&P 500 Falters and Oil Rises After Hopes Fade for a Quick End to Iran Conflict
• Negative Sentiment: Technical deterioration — the S&P flashed a death cross and recently moved into correction territory, signaling increased downside risk for index-tracking ETFs like IVV until volatility recedes. S&P 500 Index flashes a death cross as US-Iran war continues ahead of NFP data

iShares Core S&P 500 ETF Trading Down 0.3%

Shares of iShares Core S&P 500 ETF stock opened at $634.93 on Tuesday. The company has a fifty day simple moving average of $681.06 and a 200-day simple moving average of $679.87. The stock has a market cap of $697.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97.

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.