iShares Core S&P 500 ETF $IVV is ADG Wealth Management Group LLC’s 9th Largest Position

ADG Wealth Management Group LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,853 shares of the company’s stock after selling 1,563 shares during the quarter. iShares Core S&P 500 ETF accounts for 4.7% of ADG Wealth Management Group LLC’s portfolio, making the stock its 9th biggest holding. ADG Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $5,926,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of IVV. Flaharty Asset Management LLC bought a new stake in iShares Core S&P 500 ETF during the first quarter valued at about $28,000. Nvwm LLC lifted its stake in shares of iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares during the last quarter. Hager Investment Management Services LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at about $61,000. Rice Partnership LLC grew its position in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares in the last quarter. Finally, Wealth Preservation Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at $76,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $690.97 on Wednesday. The company has a 50 day moving average price of $679.75 and a 200-day moving average price of $654.06. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07. The stock has a market capitalization of $725.17 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Stores Impacting iShares Core S&P 500 ETF

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Tech-led S&P 500 rally: The S&P 500 closed at a record high on the fourth straight up day, led by gains in technology names such as Broadcom and Nvidia — a direct tailwind for IVV since it tracks the index. S&P 500 Hits Record on Fourth Straight Up Day
• Positive Sentiment: Improving sentiment and momentum: Market coverage and TV commentary noted the S&P 500 hitting records and positive investor sentiment (Fear & Greed moved toward “Greed”), which supports ETF inflows and higher IVV demand. S&P 500 closes at record high
• Positive Sentiment: Reported institutional buying in IVV: A filing noted BNC Wealth Management significantly boosted its position in IVV, signaling direct demand for the ETF. Institutional accumulation can support price strength in large ETFs. BNC Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Ray Dalio / Bridgewater holdings story: Coverage on Ray Dalio’s top holdings highlights two ETFs and two large tech names — useful context on what big managers are buying but not definitive evidence of sustained flows into IVV specifically. Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans
• Neutral Sentiment: ETF comparison and structure: Articles comparing IVV and SPY remind investors that IVV has a lower expense ratio while SPY retains deeper intraday liquidity — a neutral structural note for investors choosing between S&P 500 ETFs. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Technical / range commentary: Some analysts caution the S&P may remain range-bound into year-end despite recent gains, which could limit IVV’s upside if momentum stalls. S&P 500 Could Remain Range-Bound as 2025 Closes Out

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.