Cypress Wealth Services LLC Sells 979 Shares of iShares Core S&P 500 ETF $IVV

Cypress Wealth Services LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 2.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 42,136 shares of the company’s stock after selling 979 shares during the quarter. iShares Core S&P 500 ETF accounts for 4.6% of Cypress Wealth Services LLC’s holdings, making the stock its 2nd largest holding. Cypress Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $28,201,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WealthNavi Inc. lifted its position in shares of iShares Core S&P 500 ETF by 16.3% during the 3rd quarter. WealthNavi Inc. now owns 500,587 shares of the company’s stock worth $335,043,000 after buying an additional 70,090 shares during the last quarter. Ayalon Insurance Comp Ltd. grew its position in iShares Core S&P 500 ETF by 3.5% in the third quarter. Ayalon Insurance Comp Ltd. now owns 7,559 shares of the company’s stock valued at $5,059,000 after acquiring an additional 258 shares during the last quarter. MJT & Associates Financial Advisory Group Inc. raised its stake in iShares Core S&P 500 ETF by 1,266.7% during the third quarter. MJT & Associates Financial Advisory Group Inc. now owns 1,107 shares of the company’s stock worth $740,000 after acquiring an additional 1,026 shares in the last quarter. Praetorian Wealth Management Inc. bought a new position in shares of iShares Core S&P 500 ETF in the third quarter worth about $3,442,000. Finally, Sound Stewardship LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.6% in the third quarter. Sound Stewardship LLC now owns 20,223 shares of the company’s stock worth $13,536,000 after acquiring an additional 316 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

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: Short interest in IVV fell sharply in December (down ~21% vs. Nov. 30), leaving only ~0.8% of shares sold short and a days-to-cover of ~0.7 — a smaller short base lowers the chance of squeeze-driven volatility and can support higher prices.
  • Positive Sentiment: The S&P 500 hit a record close on Tuesday and has shown multiple consecutive up days, led by large-cap tech (Nvidia, Broadcom), which helps IVV because it tracks the S&P 500. Article Title
  • Positive Sentiment: Analysts and commentators are flagging a possible Santa Claus rally and bullish technical setups for the S&P 500 into year-end, which supports continued inflows to broad-index products like IVV. 7000 Level in Sight for S&P 500
  • Neutral Sentiment: US indices are quiet on Christmas Eve with thin, holiday-shortened trading; quiet sessions can both mute and magnify moves depending on flow — expect lower-than-average volume. NASDAQ Index, S&P 500 and Dow Jones Forecasts
  • Neutral Sentiment: Comparison pieces on ETFs note IVV’s lower expense ratio vs. SPY but also note SPY’s superior intraday liquidity — relevant for very large or short-term traders but less so for buy-and-hold investors. SPY vs. IVV: Built to Trade or Built to Hold
  • Neutral Sentiment: Coverage of major investors’ holdings (e.g., Ray Dalio) mentions ETFs among top positions — such publicity can modestly influence flows but is not a direct driver of IVV moves. Ray Dalio’s Top Holdings Revealed
  • Negative Sentiment: US futures slipped on Christmas Eve in some reports, creating short-term downside pressure and intraday volatility risk for IVV despite the broader uptrend. Stock Market Today: Futures Drop

iShares Core S&P 500 ETF Trading Up 0.4%

IVV opened at $693.39 on Thursday. The company has a market cap of $727.71 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average is $680.25 and its 200-day moving average is $654.34. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.86.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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