iShares Core S&P 500 ETF $IVV Shares Sold by Custos Family Office LLC

Custos Family Office LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,865 shares of the company’s stock after selling 24,895 shares during the period. iShares Core S&P 500 ETF makes up 18.5% of Custos Family Office LLC’s holdings, making the stock its largest position. Custos Family Office LLC’s holdings in iShares Core S&P 500 ETF were worth $32,705,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Regent Peak Wealth Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at approximately $2,231,000. Silverleafe Capital Partners LLC increased its position in shares of iShares Core S&P 500 ETF by 12.3% in the 3rd quarter. Silverleafe Capital Partners LLC now owns 45,705 shares of the company’s stock valued at $30,590,000 after acquiring an additional 5,003 shares during the period. Trust Co. of Toledo NA OH raised its stake in iShares Core S&P 500 ETF by 8.9% in the 3rd quarter. Trust Co. of Toledo NA OH now owns 3,565 shares of the company’s stock worth $2,386,000 after acquiring an additional 290 shares during the last quarter. HBK Sorce Advisory LLC lifted its position in iShares Core S&P 500 ETF by 3.7% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,158 shares of the company’s stock worth $8,793,000 after acquiring an additional 469 shares during the period. Finally, DecisionMap Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. DecisionMap Wealth Management LLC now owns 16,836 shares of the company’s stock valued at $11,268,000 after purchasing an additional 121 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
• Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
• Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
• Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
• Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
• Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
• Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
• Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
• Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $693.27 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $694.70. The firm has a market capitalization of $727.59 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $681.35 and its 200-day simple moving average is $655.58.

About iShares Core S&P 500 ETF

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.