iShares Core S&P 500 ETF $IVV Shares Sold by Cape ANN Savings Bank

Cape ANN Savings Bank lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,513 shares of the company’s stock after selling 1,089 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 6.6% of Cape ANN Savings Bank’s holdings, making the stock its 3rd biggest holding. Cape ANN Savings Bank’s holdings in iShares Core S&P 500 ETF were worth $12,391,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Friedenthal Financial lifted its stake in shares of iShares Core S&P 500 ETF by 47.6% in the third quarter. Friedenthal Financial now owns 335 shares of the company’s stock worth $224,000 after acquiring an additional 108 shares in the last quarter. McClarren Financial Advisors Inc. increased its holdings in iShares Core S&P 500 ETF by 25.0% during the 3rd quarter. McClarren Financial Advisors Inc. now owns 2,681 shares of the company’s stock worth $1,794,000 after purchasing an additional 536 shares during the last quarter. Successful Portfolios LLC increased its holdings in iShares Core S&P 500 ETF by 6.5% during the 3rd quarter. Successful Portfolios LLC now owns 11,881 shares of the company’s stock worth $7,952,000 after purchasing an additional 730 shares during the last quarter. WealthNavi Inc. raised its position in shares of iShares Core S&P 500 ETF by 16.3% in the 3rd quarter. WealthNavi Inc. now owns 500,587 shares of the company’s stock valued at $335,043,000 after purchasing an additional 70,090 shares in the last quarter. Finally, Ayalon Insurance Comp Ltd. raised its position in shares of iShares Core S&P 500 ETF by 3.5% in the 3rd quarter. Ayalon Insurance Comp Ltd. now owns 7,559 shares of the company’s stock valued at $5,059,000 after purchasing an additional 258 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $693.39 on Friday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.86. The stock has a market capitalization of $727.71 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $680.84 and its 200 day moving average price is $654.61.

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: S&P 500 hitting fresh record closes and momentum across US large caps supports IVV as it tracks the index — bullish market breadth and investor sentiment are lifting the ETF. Article Title
• Positive Sentiment: “Magnificent Seven” / Nvidia strength is driving index leadership; renewed tech gains lift the S&P 500 cap-weighted ETF performance. Article Title
• Positive Sentiment: Short interest in IVV declined sharply in December (~21% drop to ~8.2M shares), reducing a layer of potential selling pressure and supporting upside. (Short-interest data)
• Neutral Sentiment: Holiday-shortened trading and lower volumes are in effect — market moves can be amplified on thin liquidity, so today’s move may be less indicative of durable trend. Article Title
• Neutral Sentiment: Technical commentators are pointing to continued upside (S&P 500 approaching higher targets), which keeps momentum trades intact but increases sensitivity to profit-taking. Article Title
• Negative Sentiment: The Fed’s warning about potential tariff-driven job losses and trade risks poses macro downside — if tariffs or trade tensions escalate, cyclicals and risk assets could be pressured, weighing on IVV. Article Title
• Negative Sentiment: Near-term futures slipped on Christmas Eve and there are geopolitical headlines (troop movements) that could add volatility and temporarily drag on risk assets. Article Title

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.