iShares Core S&P 500 ETF $IVV Shares Purchased by GRIMES & Co WEALTH MANAGEMENT LLC

GRIMES & Co WEALTH MANAGEMENT LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 255,149 shares of the company’s stock after buying an additional 8,633 shares during the quarter. iShares Core S&P 500 ETF makes up 4.2% of GRIMES & Co WEALTH MANAGEMENT LLC’s holdings, making the stock its 6th biggest position. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in iShares Core S&P 500 ETF were worth $170,771,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Forza Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares during the period. Fortitude Family Office LLC grew its position in shares of iShares Core S&P 500 ETF by 13.4% in the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after purchasing an additional 5,800 shares during the period. Community Trust & Investment Co. grew its position in shares of iShares Core S&P 500 ETF by 29.9% in the third quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock valued at $2,887,000 after purchasing an additional 992 shares during the period. Legacy Wealth Management Inc increased its stake in shares of iShares Core S&P 500 ETF by 1.4% during the third quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock worth $359,770,000 after purchasing an additional 7,487 shares in the last quarter. Finally, Cobblestone Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 10.1% during the 3rd quarter. Cobblestone Asset Management LLC now owns 21,216 shares of the company’s stock worth $14,200,000 after purchasing an additional 1,941 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Broader market momentum and investor risk appetite improved, with sentiment gauges moving into the “Greed” zone—supportive for S&P exposure. Dow, S&P 500 Hit New Highs: Investor Sentiment Improves, Fear & Greed Index Moves To ‘Greed’ Zone
• Positive Sentiment: Softer inflation readings pushed futures and tech stocks higher earlier, underpinning index ETFs like IVV as earnings season begins. S&P 500 and Nasdaq: US Indices Mixed as Stock Market Weighs Earnings, CPI Data
• Positive Sentiment: Analysts expect tech-led earnings growth (AI cycle cited as a key driver), which can lift the S&P 500 and therefore IVV if results meet lofty forecasts. Q4 2025 Earnings Preview: Can Corporate Profits Sustain S&P 500 Record Highs?
• Neutral Sentiment: ETF-focused coverage (Zacks) highlights IVV as a broad, low‑cost way to access large‑cap U.S. equities — a reminder of IVV’s long‑term appeal but not an immediate catalyst. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
• Neutral Sentiment: Macro and year‑ahead S&P 500 forecasts remain varied—useful context for positioning but not an immediate driver of intraday moves. S&P 500 in 2026: Here are the top predictions
• Negative Sentiment: Policy and legal risks (a probe involving Fed leadership) have rattled markets, creating a headwind for broad‑market ETFs like IVV amid uncertainty. S&P 500 and Dow Jones: US Indices Mixed Today as Powell Probe Rattles Markets
• Negative Sentiment: Specific headline moves—JPMorgan’s slide and other bank‑related volatility—hit Dow components and lift intra‑day selling pressure across indices tied to financials. S&P 500 Index: US Stocks Face Headwinds from Policy Risk
• Negative Sentiment: News of DOJ actions and mixed futures trading earlier in the session triggered caution and profit‑taking, weighing on IVV despite underlying strength. Stock Market Today: Dow Jones, S&P 500 Futures Tumble As DOJ Serves Federal Reserve—Vistra, Tempus AI, Alibaba In Focus

iShares Core S&P 500 ETF Trading Down 0.2%

Shares of iShares Core S&P 500 ETF stock opened at $696.87 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The firm has a market capitalization of $764.50 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average price is $683.76 and its 200 day moving average price is $663.29.

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.