Private Wealth Asset Management LLC Purchases 69,886 Shares of iShares Core S&P 500 ETF $IVV

Private Wealth Asset Management LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 103.8% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 137,186 shares of the company’s stock after buying an additional 69,886 shares during the period. iShares Core S&P 500 ETF makes up 10.8% of Private Wealth Asset Management LLC’s holdings, making the stock its largest position. Private Wealth Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $91,819,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of IVV. ArborFi Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 3.1% in the 3rd quarter. ArborFi Advisors LLC now owns 31,394 shares of the company’s stock worth $21,012,000 after purchasing an additional 956 shares during the last quarter. Absolute Capital Management LLC boosted its holdings in iShares Core S&P 500 ETF by 22.7% during the third quarter. Absolute Capital Management LLC now owns 4,527 shares of the company’s stock worth $3,030,000 after buying an additional 839 shares in the last quarter. Activest Wealth Management grew its position in iShares Core S&P 500 ETF by 941.9% in the third quarter. Activest Wealth Management now owns 11,951 shares of the company’s stock worth $7,999,000 after buying an additional 10,804 shares during the last quarter. Great Lakes Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.5% in the third quarter. Great Lakes Advisors LLC now owns 140,586 shares of the company’s stock valued at $94,094,000 after buying an additional 2,013 shares in the last quarter. Finally, Fidelis Capital Partners LLC lifted its position in shares of iShares Core S&P 500 ETF by 2.2% during the 3rd quarter. Fidelis Capital Partners LLC now owns 75,819 shares of the company’s stock valued at $50,746,000 after acquiring an additional 1,634 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

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 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

iShares Core S&P 500 ETF Stock Up 0.0%

Shares of NYSEARCA IVV opened at $698.70 on Thursday. The stock has a market capitalization of $768.36 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s fifty day simple moving average is $687.54 and its 200 day simple moving average is $668.25. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97.

About iShares Core S&P 500 ETF

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.