iShares Core S&P 500 ETF $IVV Holdings Lifted by Waverly Advisors LLC

Waverly Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,249,076 shares of the ETF’s stock after acquiring an additional 57,497 shares during the quarter. iShares Core S&P 500 ETF makes up 6.1% of Waverly Advisors LLC’s investment portfolio, making the stock its largest position. Waverly Advisors LLC owned approximately 0.11% of iShares Core S&P 500 ETF worth $815,909,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Keenan LLC purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $26,000. Punch & Associates Investment Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Decker Retirement Planning Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $29,000. GS Investments Inc. raised its position in shares of iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after purchasing an additional 20 shares during the period. Finally, Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $38,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

Key iShares Core S&P 500 ETF News

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

• Negative Sentiment: The S&P 500 ended a choppy week in the red, falling 0.6% and logging a second straight weekly decline, which can weigh on IVV because it mirrors the index. S&P 500 Snapshot: Index Ends Choppy Week in the Red
• Negative Sentiment: Rising Treasury yields and a spike in oil prices have pressured stocks, with traders watching for more volatility and possible further downside in the S&P 500. S&P 500 Slides as Rising Treasury Yields Pressure Stocks
• Negative Sentiment: Options traders are eyeing key “risk pivot” levels as the S&P 500 sells off, suggesting markets remain fragile and could stay choppy near term. As the S&P 500 sells off, traders eye key ‘risk pivot’ level
• Neutral Sentiment: Friday’s U.S. trading session was mixed, with the Dow supported by Apple while semiconductor weakness held back the broader market, leaving the S&P 500 near flat on the day. Dow gains as Apple offsets chip weakness, S&P 500 closes near flat
• Neutral Sentiment: Commentary on BlackRock’s iShares franchise and broad S&P 500 exposure highlights the ETF’s size and popularity, but does not indicate a direct catalyst for IVV’s price. Inside the Success of BlackRock’s iShares ETFs

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $742.36 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $622.31 and a fifty-two week high of $764.00. The stock has a market cap of $869.34 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a fifty day moving average of $748.47 and a 200-day moving average of $711.34.

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.