iShares Core S&P 500 ETF $IVV Shares Sold by Bluestem Financial Advisors LLC

Bluestem Financial Advisors LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 1.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 79,848 shares of the company’s stock after selling 994 shares during the period. iShares Core S&P 500 ETF comprises 21.1% of Bluestem Financial Advisors LLC’s holdings, making the stock its 2nd largest holding. Bluestem Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $54,691,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IVV. Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth about $39,000. Dorato Capital Management acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $55,000. Maryland Capital Advisors Inc. lifted its position in shares of iShares Core S&P 500 ETF by 681.8% in the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after buying an additional 75 shares during the last quarter. Winnow Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth about $61,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth about $68,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $678.99 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $495.34 and a fifty-two week high of $700.97. The business has a 50-day moving average of $676.78 and a two-hundred day moving average of $679.70. The stock has a market capitalization of $748.42 billion, a P/E ratio of 25.10 and a beta of 1.00.

More iShares Core S&P 500 ETF News

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

  • Positive Sentiment: S&P 500 reclaimed both its 50- and 200-day moving averages after the ceasefire announcement, a technical breakout that tends to attract momentum flows into index products like IVV. Read More.
  • Positive Sentiment: Wall Street commentary has swung from geopolitical angst to talk of new S&P records, reinforcing bullish positioning in large-cap index exposure (beneficial for IVV). Read More.
  • Positive Sentiment: Futures and pre-market action jumped after the ceasefire declaration, a near-term catalyst that drove buying across major ETFs and heavyweight S&P constituents. Read More.
  • Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, a direct vote of confidence and a small demand signal for the fund. Read More.
  • Neutral Sentiment: Market forecasts from several outlets expect U.S. indices to follow global risk-on flows higher; supportive but not a guaranteed sustained tailwind for IVV. Read More.
  • Neutral Sentiment: Analysis of alternative S&P-related ETFs (multifactor/value-tilted funds) highlights options that could outperform in certain scenarios; useful context for investors weighing IVV vs. active/tilted ETF strategies. Read More.
  • Negative Sentiment: UBS trimmed its 2026 S&P target citing higher oil and geopolitical risk; a renewed spike in energy prices or conflict escalation would hurt growth-sensitive components of the index and pressure IVV. Read More.
  • Negative Sentiment: Sentiment gauges (Fear & Greed) remain in the “extreme fear” zone despite recent gains, indicating the rally may be fragile and prone to reversal if geopolitical clarity fades. Read More.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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