iShares Core S&P 500 ETF $IVV Stake Raised by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,085 shares of the ETF’s stock after purchasing an additional 1,028 shares during the period. Joel Isaacson & Co. LLC’s holdings in iShares Core S&P 500 ETF were worth $12,319,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in IVV. Altman Advisors Inc. purchased a new position in iShares Core S&P 500 ETF during the third quarter worth approximately $321,000. First Command Advisory Services Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 3.7% in the 3rd quarter. First Command Advisory Services Inc. now owns 9,037,102 shares of the ETF’s stock valued at $6,921,065,000 after purchasing an additional 325,070 shares during the last quarter. Silver Grove Financial Group Inc. grew its stake in shares of iShares Core S&P 500 ETF by 115.0% during the 3rd quarter. Silver Grove Financial Group Inc. now owns 7,715 shares of the ETF’s stock valued at $5,908,000 after buying an additional 4,127 shares during the period. Oak Barrel Wealth Advisory LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Oak Barrel Wealth Advisory LLC now owns 34,796 shares of the ETF’s stock valued at $26,649,000 after buying an additional 293 shares during the period. Finally, Brooklyn FI LLC grew its stake in shares of iShares Core S&P 500 ETF by 34.6% during the 3rd quarter. Brooklyn FI LLC now owns 2,451 shares of the ETF’s stock valued at $1,888,000 after buying an additional 630 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

Latest iShares Core S&P 500 ETF News

These are some of the IVV news items that stood out recently:

• Positive Sentiment: U.S. stock futures rose after CoreWeave’s update eased concerns about AI spending, potentially supporting major technology stocks and the S&P 500’s heavily weighted growth names. Reuters article
• Neutral Sentiment: IVV’s holdings were updated to add Apple and Nvidia, reinforcing exposure to two major technology companies. This reflects portfolio composition rather than a separate catalyst for the ETF. Yahoo Finance article
• Negative Sentiment: Reuters technical analysis warned that the S&P 500 could face further losses, a direct risk for IVV, which tracks the index. Reuters article

iShares Core S&P 500 ETF Stock Up 1.3%

IVV stock opened at $763.08 on Thursday. The company has a market cap of $885.17 billion, a price-to-earnings ratio of 23.48 and a beta of 1.01. The business has a fifty day simple moving average of $768.29 and a 200-day simple moving average of $734.29. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03.

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.