iShares Core S&P 500 ETF $IVV Shares Sold by Catalyst Private Wealth LLC

Catalyst Private Wealth LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,825 shares of the company’s stock after selling 852 shares during the period. iShares Core S&P 500 ETF comprises 12.8% of Catalyst Private Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Catalyst Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $29,333,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Americana Partners LLC lifted its position in iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares during the period. Forza Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 28.7% during the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after buying an additional 1,438 shares in the last quarter. Legacy Private Trust Co. increased its holdings in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after buying an additional 3,711 shares during the period. Coyle Financial Counsel LLC increased its holdings in iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after buying an additional 7,120 shares during the period. Finally, Fonville Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after buying an additional 3,224 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $634.93 on Tuesday. The firm has a fifty day moving average of $681.06 and a 200-day moving average of $679.87. The stock has a market cap of $697.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Institutional buying — Baron Wealth Management disclosed a meaningful purchase of IVV shares, a sign some asset managers are adding exposure to the index via the ETF. Baron Wealth Management LLC Purchases 1,073 Shares of iShares Core S&P 500 ETF $IVV
• Positive Sentiment: Valuation improvement — the S&P 500 earnings yield climbed back above 5%, which can make broad-cap index exposure (and IVV) more attractive to value- and income- oriented investors. S&P 500 Earnings Update: Earnings Yield Jumps Back Over 5%
• Positive Sentiment: Short-lived risk relief in futures — comments aiming to de-escalate Iran tensions briefly lifted futures and could produce intermittent bounces for IVV if diplomatic signals continue. Stock Market Today: S&P 500, Dow, Nasdaq Futures Gain As Trump Calls Iran’s New Leaders ‘Very Reasonable’
• Neutral Sentiment: Consensus targets unchanged — some Wall Street strategists are keeping year‑end S&P targets intact (around 7,700), implying that current weakness may be seen as a buying opportunity for longer-term allocations to IVV. S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.
• Neutral Sentiment: Technical/short-term outlook mixed — market commentary highlights levels to watch and whether options-related flows (e.g., delta-hedging around expirations) accentuated the selloff; useful for traders but less decisive for long-term IVV holders. S&P 500 Levels to Watch Amid Dow, Nasdaq Correction
• Negative Sentiment: Geopolitical risk driving downside — analysts warn the Iran conflict could deepen and push the S&P materially lower (one note cites a potential drop to ~6,150), which would pressure IVV given its S&P 500 exposure. S&P 500 could fall to 6,150: analyst explains how to play the dip
• Negative Sentiment: Oil spike and risk-off — oil topped $100/bbl, lifting commodity-driven risk premia and pressuring equities; higher energy prices can weigh on margins and investor sentiment for the broad market and IVV. S&P 500 Falters and Oil Rises After Hopes Fade for a Quick End to Iran Conflict
• Negative Sentiment: Technical deterioration — the S&P flashed a death cross and recently moved into correction territory, signaling increased downside risk for index-tracking ETFs like IVV until volatility recedes. S&P 500 Index flashes a death cross as US-Iran war continues ahead of NFP data

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.