Legacy Private Trust Co. Has $228.12 Million Holdings in iShares Core S&P 500 ETF $IVV

Legacy Private Trust Co. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 333,049 shares of the company’s stock after purchasing an additional 3,711 shares during the quarter. iShares Core S&P 500 ETF makes up about 13.4% of Legacy Private Trust Co.’s investment portfolio, making the stock its largest holding. Legacy Private Trust Co.’s holdings in iShares Core S&P 500 ETF were worth $228,119,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Marshall Wace LLP raised its holdings in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after purchasing an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 56.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after buying an additional 4,301,015 shares in the last quarter. Eisler Capital Management Ltd. boosted its holdings in shares of iShares Core S&P 500 ETF by 346.1% during the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock valued at $3,305,308,000 after buying an additional 3,850,500 shares in the last quarter. Capula Management Ltd grew its position in shares of iShares Core S&P 500 ETF by 36.3% in the 3rd quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after buying an additional 2,776,225 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 63,164.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after buying an additional 2,743,878 shares during the period. 70.12% of the stock is currently owned by institutional investors.

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: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short‑term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
• Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
• Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
• Neutral Sentiment: MarketWatch notes that dropping under the 200‑day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
• Negative Sentiment: JPMorgan trimmed its 2026 year‑end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply‑shock risks from rising oil — a caution that can weigh on broad‑market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
• Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
• Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200‑day moving average and rising headline/geopolitical risk, adding to near‑term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $651.30 on Monday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The firm has a market cap of $715.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $686.64 and a 200 day moving average of $680.09.

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.