Worth Asset Management LLC Purchases 24,334 Shares of iShares Core S&P 500 ETF $IVV

Worth Asset Management LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1,364.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,117 shares of the ETF’s stock after purchasing an additional 24,334 shares during the period. iShares Core S&P 500 ETF makes up approximately 5.8% of Worth Asset Management LLC’s investment portfolio, making the stock its largest holding. Worth Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $20,002,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Crumly & Associates Inc. acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $264,000. Waller Financial Planning Group Inc. lifted its position in shares of iShares Core S&P 500 ETF by 3.2% in the third quarter. Waller Financial Planning Group Inc. now owns 112,983 shares of the ETF’s stock worth $86,528,000 after purchasing an additional 3,507 shares in the last quarter. Nautilus Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 42.9% during the third quarter. Nautilus Advisors LLC now owns 583 shares of the ETF’s stock worth $446,000 after purchasing an additional 175 shares during the last quarter. Juncture Wealth Strategies LLC boosted its holdings in iShares Core S&P 500 ETF by 0.8% during the third quarter. Juncture Wealth Strategies LLC now owns 7,464 shares of the ETF’s stock worth $5,716,000 after purchasing an additional 61 shares during the last quarter. Finally, Congress Asset Management Co. grew its position in iShares Core S&P 500 ETF by 27.3% in the third quarter. Congress Asset Management Co. now owns 1,220 shares of the ETF’s stock valued at $934,000 after purchasing an additional 262 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.2%

Shares of NYSEARCA IVV traded down $1.67 during mid-day trading on Wednesday, hitting $780.87. The company had a trading volume of 1,772,142 shares, compared to its average volume of 7,917,335. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The company has a market capitalization of $897.54 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day simple moving average of $769.24 and a two-hundred day simple moving average of $740.72.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: The S&P 500 and Nasdaq reached record closing highs as artificial-intelligence and other technology stocks advanced, while Treasury yields eased from recent highs. This supports IVV because technology megacaps represent a significant portion of the fund. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
• Positive Sentiment: A contrarian market indicator suggests individual investors remain underinvested even as the S&P 500 sets records. Continued skepticism could provide additional buying support if investors increase equity exposure. What This Reliable Contrarian Indicator Says About SPX Bears
• Neutral Sentiment: IVV recently reached a new 52-week high, reflecting strong underlying momentum and prompting discussion about whether investors should buy after the rally. Its valuation and elevated levels may make near-term returns more dependent on continued earnings growth. iShares Core S&P 500 ETF Reaches New 52-Week High
• Negative Sentiment: NVIDIA, Apple and Microsoft now account for approximately 21% of the S&P 500, creating unusually high concentration risk for index funds such as IVV. A pullback in any of these megacap holdings could disproportionately pressure the ETF. Three Stocks Are Now 21% of the S&P 500, the Most Ever
• Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran tensions are challenging the market’s valuation, while investors await the Federal Reserve’s meeting minutes. These factors can weigh on broad-market ETFs and particularly on richly valued growth holdings. Stock Market: Will S&P 500 Open Up or Down Today?

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.