iShares Core S&P 500 ETF $IVV Shares Acquired by PFG Private Wealth Management LLC

PFG Private Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,945 shares of the ETF’s stock after acquiring an additional 1,370 shares during the quarter. iShares Core S&P 500 ETF makes up about 13.6% of PFG Private Wealth Management LLC’s portfolio, making the stock its largest position. PFG Private Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $32,124,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of IVV. Citrine Capital LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.8% during the third quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock valued at $363,000 after purchasing an additional 13 shares during the period. Punch & Associates Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 50.0% during 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 in the last quarter. Hidden Cove Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after purchasing an additional 14 shares in the last quarter. Matthew Goff Investment Advisor LLC grew its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 1st quarter. Matthew Goff Investment Advisor LLC now owns 590 shares of the ETF’s stock valued at $386,000 after buying an additional 15 shares during the period. Finally, Richards Merrill & Peterson Inc. grew its stake in shares of iShares Core S&P 500 ETF by 2.8% in the 1st quarter. Richards Merrill & Peterson Inc. now owns 556 shares of the ETF’s stock valued at $363,000 after buying an additional 15 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

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: Upbeat earnings expectations, positive analyst estimate revisions and forecasts for strong holiday spending are supporting S&P 500 ETFs despite rate concerns. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Strategists say the S&P 500 could reach 8,000 or 8,100 if third-quarter earnings are exceptionally strong and currently lagging sectors begin participating in the rally. That would benefit IVV’s diversified holdings. S&P 500’s march to 8,000 hinges on very strong third quarter Citi Says the S&P 500 Hits 8,100
• Neutral Sentiment: The market remains near record levels, but technology stocks represent an unusually large share of the S&P 500. Analysts argue that broader participation outside technology may be needed to sustain further gains. Tech Stocks Have Taken Over the S&P 500
• Negative Sentiment: Hot producer- and consumer-price data are keeping Federal Reserve and interest-rate risks in focus. Higher Treasury yields have pressured technology and semiconductor shares, which are important components of IVV. Hot PPI Tests Stock Rebound Hot CPI Puts Long-Term Yields Back in Control
• Negative Sentiment: Several reports warn that AI-driven earnings growth is concentrated in technology and energy, while 84% of S&P 500 constituents are in correction territory. That divergence raises the risk of a broader pullback despite the index’s strong headline performance. 84% of S&P 500 Stocks Are in Correction Territory

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $775.16 on Friday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The firm has a market capitalization of $888.72 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 $772.06 and a 200 day simple moving average of $746.92.

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.