Integris Wealth Management LLC Lowers Holdings in iShares Core S&P 500 ETF $IVV

Integris Wealth Management LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,659 shares of the company’s stock after selling 2,525 shares during the quarter. iShares Core S&P 500 ETF accounts for 9.2% of Integris Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Integris Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $37,922,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in IVV. Flaharty Asset Management LLC bought a new position in iShares Core S&P 500 ETF during the 1st quarter valued at about $28,000. Nvwm LLC increased its holdings in shares of iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares in the last quarter. Hager Investment Management Services LLC bought a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at approximately $61,000. Rice Partnership LLC raised its stake in shares of iShares Core S&P 500 ETF by 460.0% in the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after acquiring an additional 92 shares during the last quarter. Finally, Wealth Preservation Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at approximately $76,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Short interest in IVV fell sharply in December (down ~21% vs. Nov. 30), leaving only ~0.8% of shares sold short and a days-to-cover of ~0.7 — a smaller short base lowers the chance of squeeze-driven volatility and can support higher prices.
• Positive Sentiment: The S&P 500 hit a record close on Tuesday and has shown multiple consecutive up days, led by large-cap tech (Nvidia, Broadcom), which helps IVV because it tracks the S&P 500. Article Title
• Positive Sentiment: Analysts and commentators are flagging a possible Santa Claus rally and bullish technical setups for the S&P 500 into year-end, which supports continued inflows to broad-index products like IVV. 7000 Level in Sight for S&P 500
• Neutral Sentiment: US indices are quiet on Christmas Eve with thin, holiday-shortened trading; quiet sessions can both mute and magnify moves depending on flow — expect lower-than-average volume. NASDAQ Index, S&P 500 and Dow Jones Forecasts
• Neutral Sentiment: Comparison pieces on ETFs note IVV’s lower expense ratio vs. SPY but also note SPY’s superior intraday liquidity — relevant for very large or short-term traders but less so for buy-and-hold investors. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Coverage of major investors’ holdings (e.g., Ray Dalio) mentions ETFs among top positions — such publicity can modestly influence flows but is not a direct driver of IVV moves. Ray Dalio’s Top Holdings Revealed
• Negative Sentiment: US futures slipped on Christmas Eve in some reports, creating short-term downside pressure and intraday volatility risk for IVV despite the broader uptrend. Stock Market Today: Futures Drop

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $693.39 on Thursday. The stock’s 50 day simple moving average is $680.25 and its 200 day simple moving average is $654.34. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $693.86. The firm has a market cap of $727.71 billion, a PE ratio of 25.10 and a beta of 1.00.

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.