Atwater Malick LLC Has $34.87 Million Stake in iShares Core S&P 500 ETF $IVV

Atwater Malick LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 11.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 50,906 shares of the company’s stock after purchasing an additional 5,203 shares during the quarter. iShares Core S&P 500 ETF makes up 9.6% of Atwater Malick LLC’s portfolio, making the stock its largest holding. Atwater Malick LLC’s holdings in iShares Core S&P 500 ETF were worth $34,868,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Palouse Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $38,000. Imprint Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at approximately $39,000. Dorato Capital Management acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth approximately $55,000. Maryland Capital Advisors Inc. boosted its position in shares of iShares Core S&P 500 ETF by 681.8% during the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after buying an additional 75 shares during the period. Finally, Winnow Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter worth approximately $61,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.8%

Shares of NYSEARCA IVV opened at $703.19 on Thursday. The stock has a 50 day simple moving average of $676.45 and a 200-day simple moving average of $680.60. The company has a market cap of $770.45 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $510.83 and a 12-month high of $703.61.

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: Broad market momentum: The S&P 500 hit intraday and closing record highs, a direct tailwind for IVV since it tracks the index. Strong breadth increases the likelihood that ETF flows follow index gains. Read More.
  • Positive Sentiment: Tech-led rally: Big-cap tech stocks pushed both the S&P 500 and Nasdaq to records, lifting IVV’s performance because tech carries large index weightings. Outperformance in a few mega‑caps can drive ETF gains even if small caps lag. Read More.
  • Positive Sentiment: Geopolitical de‑escalation hopes: Comments and actions that signal easing of the Iran conflict are boosting risk appetite and futures, supporting IVV flows as sanctuary risk premium fades. Read More.
  • Positive Sentiment: Rate‑cut narrative and strategist upgrades: Commentary that Fed easing is on the horizon has analysts raising targets and improving sentiment, which supports higher multiples and ETF inflows into the S&P 500. Read More.
  • Neutral Sentiment: Valuation/sector rotation notes: Some analysts say software and certain growth names look cheaper relative to earlier in the AI cycle, but deciding whether to buy depends on earnings durability—this could redistribute IVV’s internal sector drivers without necessarily changing index direction. Read More.
  • Neutral Sentiment: Market technicals: Forecasters note indices are somewhat overextended and may stall in early sessions; that raises the chance of short‑term consolidation around current highs for IVV. Read More.
  • Negative Sentiment: Geopolitical and supply‑shock risk: Coverage warns the Iran conflict and closures around the Strait of Hormuz remain potential catalysts that could reverse risk appetite quickly—this is the main downside threat to IVV. Read More.
  • Negative Sentiment: Overextension and narrowing leadership: Some notes point out the S&P move is narrow and seen only a few times in decades; if the rally is concentrated in a handful of names, IVV could pull back if those names fade. Read More.

iShares Core S&P 500 ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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