iShares Core S&P 500 ETF $IVV Shares Newly Bought by M Holdings Securities Inc.

M Holdings Securities Inc. purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 89,857 shares of the ETF’s stock, valued at approximately $68,611,000. iShares Core S&P 500 ETF makes up 4.2% of M Holdings Securities Inc.’s holdings, making the stock its 3rd biggest holding.

Several other large investors have also made changes to their positions in the company. Avantax Planning Partners Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 12.0% during the 3rd quarter. Avantax Planning Partners Inc. now owns 1,808 shares of the ETF’s stock worth $1,385,000 after acquiring an additional 194 shares in the last quarter. Brighton Jones LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Brighton Jones LLC now owns 52,098 shares of the ETF’s stock valued at $39,899,000 after acquiring an additional 238 shares in the last quarter. Sellwood Investment Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 15.3% in the 3rd quarter. Sellwood Investment Partners LLC now owns 799 shares of the ETF’s stock valued at $612,000 after acquiring an additional 106 shares in the last quarter. Henderson Brothers Financial Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.6% in the 3rd quarter. Henderson Brothers Financial Partners LLC now owns 12,415 shares of the ETF’s stock valued at $9,508,000 after acquiring an additional 543 shares in the last quarter. Finally, IMZ Advisory Inc lifted its holdings in iShares Core S&P 500 ETF by 3.7% in the 3rd quarter. IMZ Advisory Inc now owns 474 shares of the ETF’s stock worth $363,000 after purchasing an additional 17 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $738.68 on Monday. The firm has a market cap of $850.92 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average price of $769.02 and a 200 day moving average price of $733.29. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03.

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: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
• Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
• Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
• Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
• Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?

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.