iShares Core S&P 500 ETF $IVV Shares Sold by Ritholtz Wealth Management

Ritholtz Wealth Management lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 456,467 shares of the ETF’s stock after selling 18,866 shares during the period. iShares Core S&P 500 ETF accounts for 5.0% of Ritholtz Wealth Management’s holdings, making the stock its 2nd biggest position. Ritholtz Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $349,585,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in IVV. Joel Isaacson & Co. LLC raised its holdings in shares of iShares Core S&P 500 ETF by 6.8% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 16,085 shares of the ETF’s stock valued at $12,319,000 after purchasing an additional 1,028 shares during the period. Altman Advisors Inc. acquired a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at about $321,000. First Command Advisory Services Inc. lifted its stake in iShares Core S&P 500 ETF by 3.7% in the 3rd quarter. First Command Advisory Services Inc. now owns 9,037,102 shares of the ETF’s stock valued at $6,921,065,000 after purchasing an additional 325,070 shares during the last quarter. Silver Grove Financial Group Inc. grew its holdings in iShares Core S&P 500 ETF by 115.0% during the third quarter. Silver Grove Financial Group Inc. now owns 7,715 shares of the ETF’s stock worth $5,908,000 after purchasing an additional 4,127 shares during the period. Finally, Oak Barrel Wealth Advisory LLC grew its holdings in iShares Core S&P 500 ETF by 0.8% during the third quarter. Oak Barrel Wealth Advisory LLC now owns 34,796 shares of the ETF’s stock worth $26,649,000 after purchasing an additional 293 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.3%

Shares of NYSEARCA IVV opened at $763.08 on Thursday. The business’s 50 day moving average price is $768.29 and its two-hundred day moving average price is $734.29. The company has a market cap of $885.17 billion, a PE ratio of 23.48 and a beta of 1.01. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03.

Latest iShares Core S&P 500 ETF News

Here’s some of the latest news about IVV:

• Positive Sentiment: U.S. stock futures rose after CoreWeave’s update eased concerns about AI spending, potentially supporting major technology stocks and the S&P 500’s heavily weighted growth names. Reuters article
• Negative Sentiment: Reuters technical analysis warned that the S&P 500 could face further losses, a direct risk for IVV, which tracks the index. Reuters article
• Negative Sentiment: Commentary highlighted a historically weak start to November and noted that the S&P 500’s prior weakest starts were followed by gains through the next April only half the time. Other analysis also raised the possibility of a correction, citing recent declines and tech-valuation risks. Historical performance article Correction risk article

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.