Carnegie Lake Advisors LLC Acquires 17,948 Shares of iShares Core S&P 500 ETF $IVV

Carnegie Lake Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4,116.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,384 shares of the ETF’s stock after purchasing an additional 17,948 shares during the period. iShares Core S&P 500 ETF accounts for about 12.4% of Carnegie Lake Advisors LLC’s portfolio, making the stock its 2nd biggest position. Carnegie Lake Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $14,079,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Paragon Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 313.0% in the third quarter. Paragon Advisors LLC now owns 1,272 shares of the ETF’s stock worth $974,000 after purchasing an additional 964 shares during the period. M Holdings Securities Inc. bought a new stake in iShares Core S&P 500 ETF in the third quarter valued at $68,611,000. Avantax Planning Partners Inc. increased its stake in iShares Core S&P 500 ETF by 12.0% in the third quarter. Avantax Planning Partners Inc. now owns 1,808 shares of the ETF’s stock valued at $1,385,000 after purchasing an additional 194 shares in the last quarter. Brighton Jones LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the third quarter. Brighton Jones LLC now owns 52,098 shares of the ETF’s stock valued at $39,899,000 after purchasing an additional 238 shares during the period. Finally, Sellwood Investment Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 15.3% during the third quarter. Sellwood Investment Partners LLC now owns 799 shares of the ETF’s stock valued at $612,000 after purchasing an additional 106 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF News Summary

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 Price Performance

IVV stock opened at $738.68 on Monday. The stock has a market capitalization of $850.92 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $769.02 and its 200-day moving average is $733.29. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year 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.