Vaquero Private Wealth Ltd. decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 61,521 shares of the ETF’s stock after selling 5,409 shares during the quarter. iShares Core S&P 500 ETF accounts for about 9.9% of Vaquero Private Wealth Ltd.’s holdings, making the stock its largest holding. Vaquero Private Wealth Ltd.’s holdings in iShares Core S&P 500 ETF were worth $47,116,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Citrine Capital LLC increased its position in shares of iShares Core S&P 500 ETF by 2.8% during the 3rd quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock worth $363,000 after purchasing an additional 13 shares during the last quarter. Punch & Associates Investment Management Inc. raised its stake in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 3.5% in the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after purchasing an additional 14 shares during the period. IFC & Insurance Marketing Inc. lifted its position in shares of iShares Core S&P 500 ETF by 3.9% during the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock valued at $284,000 after acquiring an additional 14 shares during the period. Finally, Rainey & Randall Wealth Advisors Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 3.0% in the third quarter. Rainey & Randall Wealth Advisors Inc. now owns 481 shares of the ETF’s stock valued at $368,000 after purchasing an additional 14 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $759.18 on Friday. The company has a market capitalization of $869.87 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $770.86 and its 200 day simple moving average is $731.81. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.
Key iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
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.
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