iShares Core S&P 500 ETF $IVV is Halbert Hargrove Global Advisors LLC’s Largest Position

Halbert Hargrove Global Advisors LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 501,871 shares of the company’s stock after purchasing an additional 4,703 shares during the quarter. iShares Core S&P 500 ETF accounts for about 16.3% of Halbert Hargrove Global Advisors LLC’s holdings, making the stock its largest holding. Halbert Hargrove Global Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $335,902,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IVV. Flaharty Asset Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 1st quarter valued at approximately $28,000. Nvwm LLC lifted its holdings in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares in the last quarter. Hager Investment Management Services LLC purchased a new position in iShares Core S&P 500 ETF during the second quarter valued at $61,000. Rice Partnership LLC grew its position in shares of iShares Core S&P 500 ETF by 460.0% in the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after purchasing an additional 92 shares during the period. Finally, Creative Capital Management Investments LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth about $80,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.0%

IVV opened at $693.27 on Friday. The company has a market cap of $727.59 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $694.70. The company has a 50-day moving average price of $681.35 and a 200 day moving average price of $655.58.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
• Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
• Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
• Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
• Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
• Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
• Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
• Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
• Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning

About iShares Core S&P 500 ETF

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.