Bank of Stockton Has $59.61 Million Holdings in iShares Core S&P 500 ETF $IVV

Bank of Stockton lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,259 shares of the company’s stock after selling 3,998 shares during the period. iShares Core S&P 500 ETF accounts for about 18.4% of Bank of Stockton’s holdings, making the stock its biggest position. Bank of Stockton’s holdings in iShares Core S&P 500 ETF were worth $59,611,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Horst & Graben Wealth Management LLC raised its stake in iShares Core S&P 500 ETF by 0.6% in the first quarter. Horst & Graben Wealth Management LLC now owns 18,471 shares of the company’s stock valued at $13,271,000 after purchasing an additional 114 shares in the last quarter. Resonant Capital Advisors LLC grew its stake in iShares Core S&P 500 ETF by 15.9% in the 1st quarter. Resonant Capital Advisors LLC now owns 242,082 shares of the company’s stock worth $158,130,000 after buying an additional 33,296 shares in the last quarter. Centerpoint Advisory Group increased its holdings in shares of iShares Core S&P 500 ETF by 4.1% in the 1st quarter. Centerpoint Advisory Group now owns 1,885 shares of the company’s stock worth $1,231,000 after buying an additional 75 shares during the last quarter. Sather Financial Group Inc bought a new position in shares of iShares Core S&P 500 ETF in the 1st quarter worth $212,000. Finally, Unified Investment Management bought a new position in shares of iShares Core S&P 500 ETF in the 1st quarter worth $246,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $751.08 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $621.05 and a fifty-two week high of $764.00. The stock has a market cap of $891.49 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $743.93 and its 200-day moving average price is $705.75.

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: Several Wall Street strategists remain constructive on U.S. stocks, with Ed Yardeni reiterating an S&P 500 target of 8,250 by year-end and other commentators saying the index still has room to climb as earnings hold up. Article Title
• Positive Sentiment: Recent commentary also points to favorable earnings growth expectations, reasonable valuations, and the S&P 500’s strong recent run as support for continued upside in broad-market ETFs like IVV. Article Title
• Positive Sentiment: Some analysis says the S&P 500 has more upside left this year, citing technical strength and the possibility that broad index gains can continue even after a recent pullback in large-cap leaders. Article Title
• Neutral Sentiment: The S&P 500 recently had its best week in two months, showing underlying momentum that can help support IVV, though this is partly offset by broader market rotation. Article Title
• Negative Sentiment: Short-term pressure is coming from a chip selloff and renewed AI bubble worries, which dragged the Nasdaq and S&P 500 lower as investors rotated out of tech and into defensive sectors. Article Title
• Negative Sentiment: Bank of America strategist Savita Subramanian warned that the market may face risks ahead and questioned continued enthusiasm for Magnificent Seven and other megacap tech names, which could weigh on index-level performance. Article Title

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.