ADG Wealth Management Group LLC Has $5.40 Million Position in iShares Core S&P 500 ETF $IVV

ADG Wealth Management Group LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,888 shares of the company’s stock after selling 965 shares during the quarter. iShares Core S&P 500 ETF accounts for 4.1% of ADG Wealth Management Group LLC’s holdings, making the stock its 9th biggest holding. ADG Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $5,403,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of IVV. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P 500 ETF by 2.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock worth $22,373,294,000 after buying an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after acquiring an additional 201,983 shares during the period. Marshall Wace LLP boosted its position in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares in the last quarter. Creative Planning boosted its position in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares in the last quarter. Finally, Jones Financial Companies Lllp increased its stake in iShares Core S&P 500 ETF by 3.6% in the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after acquiring an additional 601,254 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $658.06 on Thursday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The company has a market cap of $723.34 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $679.91 and a two-hundred day simple moving average of $679.67.

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: Early-session headlines suggesting ceasefire talks and a pickup in futures helped U.S. indices attempt a rally, supporting broad demand for S&P 500 exposure. Read More.
• Positive Sentiment: Technicals: an Elliott Wave analysis flagged a potential inflection point for the S&P 500 that could lift the index toward ~6800 if recent lows and breadth hold — a bullish signal for IVV’s tracking. Read More.
• Positive Sentiment: Direct flow/sentiment signal — unusually heavy call-buying in IVV options (noted on 3/31) indicates trader-level bullish positioning in the ETF itself, which can amplify intraday buying.
• Positive Sentiment: Macro sentiment from strategists: Barclays’ U.S. equity head described the S&P 500 as an “attractive entry point,” which can encourage fresh allocations into core S&P ETFs like IVV. Read More.
• Neutral Sentiment: Long-term index-fund positioning remains favorable: a Morningstar-backed Barron’s piece highlights that ultra-low-cost S&P 500 funds tend to deliver strong long-term returns, reinforcing persistent investor preference for broad S&P trackers. Read More.
• Neutral Sentiment: Q1 winners and losers within the S&P were mixed; sector dispersion means IVV’s performance depends on whether large-cap winners sustain gains. Read More.
• Negative Sentiment: Geopolitical and rate risks remain a clear headwind: Reuters reports the S&P headed for its worst quarter since 2022 on Iran-war uncertainty and rate worries, which can pressure broad-market ETFs including IVV. Read More.
• Negative Sentiment: Analyst downside scenarios: some strategists warn the S&P could drop further (e.g., to ~6150) if geopolitical risks intensify, posing downside risk to IVV. Read More.
• Negative Sentiment: Sector composition note — reports that tech stocks are cheaper versus the S&P than they’ve been in years reflect investor concern about AI spending and demand; with heavy tech weight in the index, continued weakness could cap IVV’s gains. Read More.

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.