iShares Core S&P 500 ETF $IVV Shares Bought by Orgel Wealth Management LLC

Orgel Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 557,287 shares of the company’s stock after buying an additional 9,889 shares during the quarter. iShares Core S&P 500 ETF accounts for about 8.4% of Orgel Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Orgel Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $381,708,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of IVV. Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the third quarter worth about $39,000. Winnow Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $61,000. Texas Capital Bancshares Inc TX acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $68,000. Ulland Investment Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 87.3% during the 3rd quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock valued at $69,000 after purchasing an additional 48 shares during the last quarter. Finally, Conquis Financial LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $82,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $651.30 on Friday. The company has a market cap of $715.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $686.64 and a 200 day simple moving average of $679.85. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97.

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: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short‑term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
• Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
• Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
• Neutral Sentiment: MarketWatch notes that dropping under the 200‑day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
• Negative Sentiment: JPMorgan trimmed its 2026 year‑end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply‑shock risks from rising oil — a caution that can weigh on broad‑market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
• Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
• Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200‑day moving average and rising headline/geopolitical risk, adding to near‑term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton

About iShares Core S&P 500 ETF

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.