Atlas Legacy Advisors LLC Has $31.24 Million Stock Position in iShares Core S&P 500 ETF $IVV

Atlas Legacy Advisors LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.2% during the third quarter, Holdings Channel reports. The institutional investor owned 46,672 shares of the company’s stock after selling 1,532 shares during the period. iShares Core S&P 500 ETF makes up about 6.0% of Atlas Legacy Advisors LLC’s holdings, making the stock its 3rd largest position. Atlas Legacy Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $31,236,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the stock. Legacy Advisory Services LLC boosted its stake in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Legacy Advisory Services LLC now owns 8,409 shares of the company’s stock valued at $5,628,000 after purchasing an additional 70 shares in the last quarter. Covestor Ltd raised its stake in shares of iShares Core S&P 500 ETF by 16.6% in the 3rd quarter. Covestor Ltd now owns 253 shares of the company’s stock worth $170,000 after buying an additional 36 shares in the last quarter. Johnson Financial Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 79.8% in the third quarter. Johnson Financial Group LLC now owns 5,316 shares of the company’s stock valued at $3,558,000 after buying an additional 2,360 shares during the period. Woodard & Co. Asset Management Group Inc. ADV boosted its stake in iShares Core S&P 500 ETF by 1.4% during the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 1,269 shares of the company’s stock valued at $849,000 after buying an additional 18 shares in the last quarter. Finally, Colton Groome Financial Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 5.4% during the third quarter. Colton Groome Financial Advisors LLC now owns 85,903 shares of the company’s stock valued at $57,495,000 after buying an additional 4,377 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Market sentiment improved after U.S. political rhetoric softened on EU tariff threats, lifting the S&P 500 and boosting risk appetite. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech leaders (Nvidia, Microsoft, Meta) led a broad rally that pushed the S&P through its 50-day moving average — a technical positive for IVV given its market-cap weighting in those names. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Positive Sentiment: Big U.S. banks reported robust Q4 bottom-line results, which supports consensus S&P 500 EPS growth expectations and helps underpin IVV’s gains even where some banks missed revenue. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Neutral Sentiment: Market positioning and sector rotation continue to evolve — a value ETF driven by non-Magnificent Seven tech shows different internal leadership, suggesting mixed flows that could amplify moves in IVV depending on leadership persistence. This Value Stock ETF Is Crushing the S&P 500. Here’s Its Secret Weapon.
• Neutral Sentiment: While bank profits were strong, several firms missed top-line expectations and guidance was mixed — a mixedearnings signal that can support headline EPS growth but inject volatility into near-term market direction. Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?
• Negative Sentiment: Technical and macro caution: analysts warn that a retreat in the S&P 500 toward ~6,700 could unleash more selling, highlighting downside risk that could reverse IVV’s rally. The S&P 500 is on fire — but a retreat to this level would unleash the bears

iShares Core S&P 500 ETF Trading Up 0.5%

Shares of iShares Core S&P 500 ETF stock opened at $691.96 on Friday. The company’s 50-day moving average price is $685.31 and its two-hundred day moving average price is $666.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The stock has a market cap of $762.78 billion, a PE ratio of 25.10 and a beta of 1.00.

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.