iShares Core S&P 500 ETF $IVV is SouthState Bank Corp’s 9th Largest Position

SouthState Bank Corp lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,436 shares of the company’s stock after buying an additional 4,913 shares during the period. iShares Core S&P 500 ETF makes up 2.2% of SouthState Bank Corp’s portfolio, making the stock its 9th biggest position. SouthState Bank Corp’s holdings in iShares Core S&P 500 ETF were worth $48,929,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Capital Group Private Client Services Inc. boosted its position in shares of iShares Core S&P 500 ETF by 12.0% in the fourth quarter. Capital Group Private Client Services Inc. now owns 23,478 shares of the company’s stock worth $16,081,000 after buying an additional 2,519 shares during the period. Modus Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $71,000. Valtrion Capital Management LLC increased its position in shares of iShares Core S&P 500 ETF by 1.3% during the fourth quarter. Valtrion Capital Management LLC now owns 1,541 shares of the company’s stock worth $1,055,000 after acquiring an additional 20 shares during the last quarter. Comprehensive Financial Planning Inc. PA increased its position in shares of iShares Core S&P 500 ETF by 5.3% during the fourth quarter. Comprehensive Financial Planning Inc. PA now owns 6,330 shares of the company’s stock worth $4,336,000 after acquiring an additional 318 shares during the last quarter. Finally, DB&C Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $204,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $740.91 on Friday. iShares Core S&P 500 ETF has a 1 year low of $594.71 and a 1 year high of $764.00. The firm has a market cap of $818.15 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $716.06 and its 200-day simple moving average is $695.56.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

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.