Truepoint Inc. grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 682,349 shares of the company’s stock after buying an additional 17,985 shares during the period. iShares Core S&P 500 ETF accounts for approximately 10.5% of Truepoint Inc.’s portfolio, making the stock its 3rd largest holding. Truepoint Inc. owned approximately 0.06% of iShares Core S&P 500 ETF worth $467,368,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Bison Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Schnieders Capital Management LLC. raised its position in shares of iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares in the last quarter. First Trust Advisors LP raised its position in shares of iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after buying an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the period. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Stock Down 1.6%
iShares Core S&P 500 ETF stock opened at $728.92 on Thursday. The stock has a market cap of $804.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day simple moving average of $721.91 and a 200 day simple moving average of $697.35. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00.
iShares Core S&P 500 ETF News Roundup
- Positive Sentiment: Long-term bullish commentary argues that investing in the S&P 500 at record highs has historically still produced strong returns, reinforcing the case for staying invested in IVV through volatility. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
- Neutral Sentiment: The S&P 500 remains supported by AI-led earnings strength, but elevated valuations and geopolitical uncertainty are keeping investors cautious about near-term upside for broad-market ETFs like IVV. Guide to the S&P 500 ETF Investing
- Neutral Sentiment: ETFs continue to face competition from active products, but the trend also highlights sustained investor demand for low-cost passive funds such as IVV. Fees Matter: The Power of Passive ETFs
- Negative Sentiment: U.S. stocks were pressured by Iran-related tensions, inflation running above 4%, and a sell-off in chip shares, which weighs on the S&P 500 and therefore IVV. S&P 500 Index: Iran Threats, 4% Inflation and Chip Rout Sink Stocks
- Negative Sentiment: Recent market commentary warned that a growing share of bear-market indicators are flashing, raising concerns that stocks may be near a cyclical peak and pressuring broad equity exposure. S&P500 and Nasdaq 100: US Stocks Forecast Hinges on CPI and Iran Risks
- Negative Sentiment: Another warning note from Bank of America said investors should consider taking profits as multiple red flags suggest the market could be approaching a top, adding to caution around IVV. Banking giant warns investors to take profits amid ‘too many red flags’
- Negative Sentiment: The S&P 500 recently had an unusually sharp pullback after an extended run without a 2% daily drop, signaling that volatility has returned to the market. A Closer Look at an Unusual S&P 500 Pullback
- Negative Sentiment: Futures strength from a chip rebound was offset by ongoing Middle East risks and key support levels being watched closely, underscoring fragile sentiment for the S&P 500. S&P500: Chip Rally Lifts Futures, but Can Bulls Hold Key Support?
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.
Further Reading
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