iShares Core S&P 500 ETF $IVV Position Trimmed by Crescent Grove Advisors LLC

Crescent Grove Advisors LLC cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 100,513 shares of the company’s stock after selling 1,480 shares during the quarter. iShares Core S&P 500 ETF makes up about 6.4% of Crescent Grove Advisors LLC’s investment portfolio, making the stock its 2nd biggest position. Crescent Grove Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $68,845,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Legacy Private Trust Co. raised its holdings in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC raised its holdings in iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares during the period. Belpointe Asset Management LLC raised its holdings in iShares Core S&P 500 ETF by 4.5% during the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the period. Finally, Atria Investments Inc raised its holdings in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.8%

Shares of IVV stock opened at $757.25 on Thursday. iShares Core S&P 500 ETF has a 12-month low of $593.93 and a 12-month high of $764.00. The stock’s 50-day moving average price is $712.35 and its 200-day moving average price is $694.64. The stock has a market capitalization of $836.19 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: The S&P 500 continued to hit record highs earlier in the week, supported by a powerful rally and strength in large-cap stocks, especially semiconductors and AI-related names. S&P500: US Stocks Climb to Records as Chip Rally Powers Stock Market
• Positive Sentiment: The market’s recent winning streak and record-setting close suggest momentum remains constructive over the medium term, which can support IVV if investors keep buying the broad market dip. S&P 500 Posts Longest Winning Streak in a Year
• Neutral Sentiment: The latest market action shows investors watching macro signals such as Treasury yields, oil prices, inflation concerns, and Fed policy uncertainty, all of which are influencing broad index direction. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
• Negative Sentiment: The rally has started to lose steam, with the S&P 500 giving back earlier gains and breadth deteriorating, which raises the risk of a broader pullback in IVV. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
• Negative Sentiment: Several reports warn that rising volatility in individual stocks, weaker market breadth, and stretched sentiment could create asymmetric downside risk for the S&P 500 if selling accelerates. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500

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.