CV Advisors LLC Buys 837 Shares of iShares Core S&P 500 ETF $IVV

CV Advisors LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 121.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,524 shares of the ETF’s stock after purchasing an additional 837 shares during the quarter. CV Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,141,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the company. Sculati Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.2% during the 2nd quarter. Sculati Wealth Management LLC now owns 5,913 shares of the ETF’s stock valued at $4,415,000 after purchasing an additional 127 shares during the last quarter. Traveka Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 6.8% in the second quarter. Traveka Wealth LLC now owns 41,237 shares of the ETF’s stock worth $30,882,000 after buying an additional 2,613 shares during the last quarter. Vision Retirement LLC raised its holdings in iShares Core S&P 500 ETF by 14.2% in the second quarter. Vision Retirement LLC now owns 7,564 shares of the ETF’s stock worth $5,665,000 after buying an additional 942 shares during the last quarter. ONE Advisory Partners LLC lifted its stake in shares of iShares Core S&P 500 ETF by 59.7% in the second quarter. ONE Advisory Partners LLC now owns 82,038 shares of the ETF’s stock worth $61,437,000 after buying an additional 30,658 shares in the last quarter. Finally, Quantum Financial Partners LLC bought a new position in shares of iShares Core S&P 500 ETF in the second quarter worth approximately $1,469,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

iShares Core S&P 500 ETF Stock Up 0.7%

NYSEARCA:IVV opened at $781.47 on Friday. The company’s 50 day moving average price is $751.36 and its 200-day moving average price is $718.38. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The stock has a market cap of $907.72 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.