2,202 iShares Core S&P 500 ETF $IVV Shares Purchased by XY Planning Network Inc.

XY Planning Network Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,308 shares of the ETF’s stock after purchasing an additional 2,202 shares during the period. iShares Core S&P 500 ETF comprises about 1.4% of XY Planning Network Inc.’s holdings, making the stock its 15th largest holding. XY Planning Network Inc.’s holdings in iShares Core S&P 500 ETF were worth $12,490,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cohen Capital Management Inc. increased its holdings in iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Cohen Capital Management Inc. now owns 4,264 shares of the ETF’s stock worth $3,265,000 after purchasing an additional 20 shares in the last quarter. Allied Investment Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 13.0% during the third quarter. Allied Investment Advisors LLC now owns 504 shares of the ETF’s stock valued at $386,000 after purchasing an additional 58 shares in the last quarter. Salem Investment Counselors Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 16.6% during the third quarter. Salem Investment Counselors Inc. now owns 11,630 shares of the ETF’s stock worth $8,907,000 after purchasing an additional 1,652 shares during the last quarter. Forte Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.6% during the third quarter. Forte Asset Management LLC now owns 8,845 shares of the ETF’s stock worth $6,774,000 after purchasing an additional 54 shares during the last quarter. Finally, Signal Advisors Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 16.1% in the third quarter. Signal Advisors Wealth LLC now owns 14,131 shares of the ETF’s stock valued at $10,823,000 after buying an additional 1,960 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $781.54 on Wednesday. The company has a 50 day simple moving average of $772.00 and a 200 day simple moving average of $745.06. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03. The firm has a market cap of $896.04 billion, a PE ratio of 25.10 and a beta of 1.00.

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: The S&P 500’s bull market has lasted four years and more than doubled from its October 2022 low, reinforcing investor confidence and supporting demand for broad-market ETFs such as IVV. S&P 500 Bull Market Turns 4
• Positive Sentiment: Investors are looking ahead to third-quarter bank earnings, inflation data and bond-market moves. Strong earnings or softer inflation could provide the next catalyst for the S&P 500 and IVV. Top 3 catalysts for the S&P 500 Index this week
• Neutral Sentiment: Strategists see a potential path toward an S&P 500 level of 8,100, but say both market segments must participate. That could benefit IVV if leadership broadens beyond the largest technology companies. Citi’s Scott Chronert on getting the S&P 500 to 8,100
• Neutral Sentiment: Some analysts argue investors risk missing further gains by repeatedly moving out of stocks and back in. The message supports long-term IVV ownership but does not create a specific near-term catalyst. Jim Cramer says investors keep making this costly mistake
• Negative Sentiment: S&P 500 futures are subdued as investors await major-bank results, while weakness in semiconductor stocks weighs on sentiment. This is a near-term headwind for IVV because large technology and chip companies carry significant index weight. S&P 500 futures muted as investors await big bank earnings
• Negative Sentiment: Four in ten S&P 500 constituents are down for the year, showing that the rally is unusually dependent on a small group of companies. This concentration raises downside risk for IVV if major AI and technology leaders weaken. Wall Street’s big but narrow rally

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.