1,590 iShares Core S&P 500 ETF $IVV Shares Sold by Global Wealth Management LLC

Global Wealth Management LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,755 shares of the ETF’s stock after selling 1,590 shares during the period. iShares Core S&P 500 ETF makes up 9.1% of Global Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Global Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,661,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Saxony Capital Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 31.9% in the third quarter. Saxony Capital Management LLC now owns 364 shares of the ETF’s stock worth $279,000 after purchasing an additional 88 shares in the last quarter. Brindle & Bay Financial Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 97.8% in the 3rd quarter. Brindle & Bay Financial Advisors LLC now owns 1,062 shares of the ETF’s stock worth $813,000 after buying an additional 525 shares during the period. WealthPLAN Partners LLC lifted its holdings in iShares Core S&P 500 ETF by 10.6% in the 3rd quarter. WealthPLAN Partners LLC now owns 45,420 shares of the ETF’s stock worth $34,785,000 after purchasing an additional 4,364 shares in the last quarter. PFG Private Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 3.4% in the third quarter. PFG Private Wealth Management LLC now owns 41,945 shares of the ETF’s stock worth $32,124,000 after buying an additional 1,370 shares in the last quarter. Finally, Summit Financial Wealth Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 5.0% in the third quarter. Summit Financial Wealth Advisors LLC now owns 6,118 shares of the ETF’s stock valued at $4,685,000 after purchasing an additional 289 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $766.67 on Friday. The stock’s fifty day moving average is $771.85 and its 200 day moving average is $747.06. The firm has a market capitalization of $879.68 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Strengthening earnings estimates, upbeat third-quarter expectations, and forecasts for resilient holiday spending continue to support S&P 500 ETFs. Historical midterm-year performance is another potential tailwind for IVV. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Although September inflation accelerated to 3.7%, historical data shows the S&P 500 rose during the following year after roughly 69% of months with inflation at or above 3.5%, suggesting elevated inflation does not automatically signal a prolonged selloff. Inflation Rose to 3.7% in September. Is It Time to Sell the S&P 500?
• Neutral Sentiment: Comparisons with VOO, VTI, and SPY highlight IVV’s large-cap S&P 500 exposure, while expense ratios, trading spreads, and liquidity remain important considerations for investors choosing among index ETFs. VOO, VTI, SPY, or IVV? How These 4 Index Funds Differ
• Negative Sentiment: Higher-than-expected producer and consumer inflation is keeping Federal Reserve policy risk in focus, potentially limiting valuation expansion for the S&P 500 and pressuring rate-sensitive growth stocks. S&P 500: Hot PPI Tests Stock Rebound as Tech Selling Pressures Nasdaq
• Negative Sentiment: The index’s 53-session run without a 1% decline has ended, while 84% of S&P 500 components are already in correction territory. These signals point to narrow leadership and heightened underlying market fragility despite the index remaining near record levels. The S&P 500 Went More Than 50 Trading Days Without a 1% Drop
• Negative Sentiment: Technology and AI-linked companies account for much of recent earnings growth and index gains, raising concentration and valuation risks. With IVV’s price-to-earnings ratio near 25, investors may be vulnerable to disappointment if third-quarter results do not justify elevated expectations. The S&P 500 Is Expecting Something Extraordinary

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.