iShares Core S&P 500 ETF $IVV Shares Bought by Physician Wealth Advisors Inc.

Physician Wealth Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 143,182 shares of the ETF’s stock after purchasing an additional 5,618 shares during the period. iShares Core S&P 500 ETF accounts for about 12.6% of Physician Wealth Advisors Inc.’s portfolio, making the stock its largest position. Physician Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $109,656,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Blalock Williams LLC raised its stake in shares of iShares Core S&P 500 ETF by 74.9% in the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after acquiring an additional 7,130 shares during the last quarter. Elevated Financial Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 27.7% during the third quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after purchasing an additional 16,379 shares during the last quarter. Prairie Advisory LLC grew its stake in shares of iShares Core S&P 500 ETF by 123.1% during the third quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after purchasing an additional 9,135 shares during the last quarter. Cornerstone Planning Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the last quarter. Finally, Compass Financial Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at approximately $3,601,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $767.41 on Friday. The firm has a 50 day simple moving average of $771.41 and a 200 day simple moving average of $751.07. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The firm has a market cap of $880.41 billion, a P/E ratio of 25.10 and a beta of 1.00.

Trending Headlines about iShares Core S&P 500 ETF

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.