Williams Financial LLC Invests $10.36 Million in iShares Core S&P 500 ETF $IVV

Williams Financial LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 15,477 shares of the company’s stock, valued at approximately $10,359,000. iShares Core S&P 500 ETF accounts for approximately 10.7% of Williams Financial LLC’s investment portfolio, making the stock its 5th biggest holding.

Several other hedge funds and other institutional investors also recently bought and sold shares of IVV. JPMorgan Chase & Co. raised its holdings in iShares Core S&P 500 ETF by 18.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after purchasing an additional 4,378,977 shares during the period. Nisa Investment Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 56.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock worth $8,001,639,000 after buying an additional 4,301,015 shares during the period. Laurel Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 63,164.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock valued at $1,706,371,000 after buying an additional 2,743,878 shares in the last quarter. Soundwatch Capital LLC grew its stake in iShares Core S&P 500 ETF by 474.9% in the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock valued at $936,287,000 after acquiring an additional 1,245,649 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its position in iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock worth $20,172,093,000 after acquiring an additional 1,190,963 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Broader market momentum: the S&P 500 and Dow hit new record highs, supporting IVV’s cap-weighted exposure to large-cap winners and pushing flows into broad-market ETFs. Dow, S&P 500 Hit New Highs
• Positive Sentiment: Media coverage of record S&P close and bullish tone (Bloomberg market close pieces) reinforces investor risk-on positioning that tends to benefit IVV. S&P 500 Hits Record as Gold and Silver Extend Rally | Closing Bell
• Positive Sentiment: Fundamental tailwinds: previews of Q4 earnings season show tech-led earnings growth (AI-driven strength) — positive for IVV because large-cap tech carries heavy index weight. Q4 2025 Earnings Preview
• Neutral Sentiment: ETF spotlight: analysis pieces reminding investors that IVV provides low-cost S&P 500 exposure may attract longer-term inflows but are informational rather than immediate catalysts. Should IVV Be on Your Investing Radar?
• Neutral Sentiment: Market structure and index commentary (turnover, timing strategies) provide context on why the S&P continues to trend higher but are not immediate movers for IVV price. There’s A Lot Of Turnover In The S&P 500
• Negative Sentiment: Political/legal risk: reports that a criminal probe involving Fed Chair Powell rattled markets earlier, injecting volatility risk that can prompt short-term outflows from broad ETFs like IVV. Powell Probe Rattles Markets
• Negative Sentiment: Overnight/early weakness: U.S. futures tumbled on headlines (DOJ serving the Fed among cited items), a reminder that macro/legal headlines can flip risk sentiment and pressure IVV intraday. Futures Tumble After DOJ Serves Fed

iShares Core S&P 500 ETF Stock Up 0.2%

Shares of NYSEARCA IVV opened at $698.23 on Tuesday. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $699.17. The company’s 50-day simple moving average is $683.40 and its 200-day simple moving average is $662.73. The firm has a market cap of $764.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.