Apollon Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 319,880 shares of the company’s stock after buying an additional 5,354 shares during the quarter. iShares Core S&P 500 ETF comprises 3.8% of Apollon Wealth Management LLC’s holdings, making the stock its 3rd largest position. Apollon Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $219,098,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bar Harbor Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 0.7% in the fourth quarter. Bar Harbor Wealth Management now owns 104,105 shares of the company’s stock worth $71,306,000 after purchasing an additional 771 shares during the last quarter. DDD Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 14.7% in the fourth quarter. DDD Partners LLC now owns 2,942 shares of the company’s stock worth $2,015,000 after purchasing an additional 377 shares during the last quarter. Spirepoint Private Client LLC raised its stake in shares of iShares Core S&P 500 ETF by 8.3% in the fourth quarter. Spirepoint Private Client LLC now owns 5,249 shares of the company’s stock worth $3,595,000 after purchasing an additional 401 shares during the last quarter. Triad Wealth Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 49.1% in the fourth quarter. Triad Wealth Partners LLC now owns 7,517 shares of the company’s stock worth $5,149,000 after purchasing an additional 2,475 shares during the last quarter. Finally, Vista Investment Partners II LLC purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $330,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Stock Down 0.1%
Shares of NYSEARCA:IVV opened at $682.62 on Friday. iShares Core S&P 500 ETF has a 52-week low of $510.83 and a 52-week high of $700.97. The stock has a market cap of $747.74 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average price of $676.25 and a 200-day moving average price of $679.90.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Nvidia’s extended rally is helping lift the S&P 500’s tech-heavy leadership, which supports IVV because Nvidia is a large index component. Nvidia’s stock extends its hot streak — and that’s great news for the S&P 500
- Positive Sentiment: AI/optical networking winners like Lumentum and Coherent are outperforming after upbeat demand commentary, signaling strength in tech-related sectors that lift the index. Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.
- Positive Sentiment: Macro indicators of lower equity volatility (the falling VIX) and momentum studies suggesting a new bottom are reinforcing bullish sentiment for the S&P 500, which benefits IVV. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months
- Neutral Sentiment: Investors are watching the March CPI print and its implications for Fed policy; a benign inflation print could extend gains but a surprise upside would pressure equities. S&P 500 headed for 8th day of gains as investors eye CPI, peace talks
- Neutral Sentiment: Price action shows the S&P 500 has regained its 50- and 200-day moving averages, a technical positive for momentum investors but not a guarantee of continued gains. The S&P 500 smashed back above 2 key moving averages, in a rare display of strength. Here’s what history shows happens next.
- Negative Sentiment: Geopolitical headlines (ceasefire/violations) are creating bouts of risk-off trading and have pressured futures at times, increasing short-term downside risk for broad-market ETFs like IVV. Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn’t Upholding Ceasefire—Taiwan Semiconductor, Rocket Lab In Focus
- Negative Sentiment: Short interest in IVV rose ~21.9% in March to about 5.57M shares (≈0.5% of float), which could modestly increase selling pressure or volatility; however the short-interest ratio is just 0.4 days, implying limited short-squeeze risk. (Source: short-interest report)
iShares Core S&P 500 ETF 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.
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