Spinnaker Investment Group LLC Purchases Shares of 937 iShares Core S&P 500 ETF $IVV

Spinnaker Investment Group LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 937 shares of the company’s stock, valued at approximately $627,000.

Several other large investors also recently made changes to their positions in IVV. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth $331,591,000. Bison Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the last quarter. Axiom Investors LLC DE increased its position in shares of iShares Core S&P 500 ETF by 73.3% during the first quarter. Axiom Investors LLC DE now owns 2,600 shares of the company’s stock worth $1,461,000 after acquiring an additional 1,100 shares in the last quarter. Southeast Asset Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.3% in the 1st quarter. Southeast Asset Advisors LLC now owns 2,105 shares of the company’s stock worth $1,183,000 after acquiring an additional 47 shares during the last quarter. Finally, ICONIQ Capital LLC boosted its stake in iShares Core S&P 500 ETF by 1.2% during the 1st quarter. ICONIQ Capital LLC now owns 11,601 shares of the company’s stock valued at $6,519,000 after purchasing an additional 136 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
• Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
• Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
• Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
• Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
• Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
• Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
• Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
• Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat

iShares Core S&P 500 ETF Stock Up 0.9%

Shares of iShares Core S&P 500 ETF stock opened at $683.49 on Monday. The company has a market cap of $717.32 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The business has a 50 day moving average price of $678.81 and a 200-day moving average price of $652.79.

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.