Ullmann Wealth Partners Group LLC Sells 5,144 Shares of iShares Core S&P 500 ETF $IVV

Ullmann Wealth Partners Group LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 264,721 shares of the ETF’s stock after selling 5,144 shares during the quarter. iShares Core S&P 500 ETF comprises 18.2% of Ullmann Wealth Partners Group LLC’s portfolio, making the stock its largest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Core S&P 500 ETF were worth $202,736,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of IVV. Olistico Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at $25,000. Sawyer & Company Inc bought a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $28,000. Punch & Associates Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Virginia Estate & Retirement Planning Advisors Inc. bought a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth $32,000. Finally, Allied Private Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter worth $33,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.3%

Shares of iShares Core S&P 500 ETF stock traded up $2.47 during trading on Friday, reaching $738.68. 6,998,724 shares of the company were exchanged, compared to its average volume of 7,645,767. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The business has a 50-day moving average price of $769.02 and a 200-day moving average price of $733.29. The firm has a market capitalization of $850.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: 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 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.