Sovran Advisors LLC Increases Position in iShares Core S&P 500 ETF $IVV

Sovran Advisors LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 43,867 shares of the company’s stock after purchasing an additional 2,854 shares during the quarter. iShares Core S&P 500 ETF comprises 2.7% of Sovran Advisors LLC’s portfolio, making the stock its biggest holding. Sovran Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $29,971,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. OneAscent Wealth Management LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $206,000. Exchange Bank lifted its holdings in shares of iShares Core S&P 500 ETF by 21.0% during the third quarter. Exchange Bank now owns 1,079 shares of the company’s stock worth $722,000 after buying an additional 187 shares during the last quarter. Shoker Investment Counsel Inc. boosted its position in shares of iShares Core S&P 500 ETF by 28.5% in the third quarter. Shoker Investment Counsel Inc. now owns 13,583 shares of the company’s stock valued at $9,093,000 after acquiring an additional 3,014 shares during the period. Richardson Capital Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 13.2% in the third quarter. Richardson Capital Management LLC now owns 1,039 shares of the company’s stock worth $695,000 after acquiring an additional 121 shares during the last quarter. Finally, Liberty Wealth Management LLC increased its position in iShares Core S&P 500 ETF by 1.0% during the third quarter. Liberty Wealth Management LLC now owns 40,259 shares of the company’s stock worth $26,946,000 after acquiring an additional 418 shares during the period. 70.12% of the stock is currently owned by institutional investors.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $692.24 on Monday. The company has a market cap of $761.60 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $685.65 and a two-hundred day moving average price of $667.06. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17.

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.