Elevation Capital Advisory LLC Takes Position in iShares Core S&P 500 ETF $IVV

Elevation Capital Advisory LLC acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 8,391 shares of the company’s stock, valued at approximately $5,747,000. iShares Core S&P 500 ETF accounts for approximately 2.3% of Elevation Capital Advisory LLC’s investment portfolio, making the stock its 15th biggest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. raised its position in iShares Core S&P 500 ETF by 0.3% in the 4th quarter. Harbor Asset Planning Inc. now owns 6,927 shares of the company’s stock worth $4,745,000 after purchasing an additional 24 shares during the period. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $29,000. Forbes Financial Planning Inc. raised its position in iShares Core S&P 500 ETF by 4.2% in the 4th quarter. Forbes Financial Planning Inc. now owns 22,736 shares of the company’s stock worth $15,574,000 after purchasing an additional 919 shares during the period. Valmark Advisers Inc. raised its position in iShares Core S&P 500 ETF by 4.0% in the 4th quarter. Valmark Advisers Inc. now owns 64,521 shares of the company’s stock worth $44,193,000 after purchasing an additional 2,457 shares during the period. Finally, BLB&B Advisors LLC raised its position in iShares Core S&P 500 ETF by 4.6% in the 4th quarter. BLB&B Advisors LLC now owns 271,761 shares of the company’s stock worth $186,140,000 after purchasing an additional 11,959 shares during the period. 70.12% of the stock is owned by hedge funds and other 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: Broad-market tailwinds: S&P 500 hit fresh record highs after a reported Israel–Lebanon ceasefire and investor sentiment moved further into the “Greed” zone, supporting demand for S&P 500 exposure like IVV. S&P 500 Hits New Record High Amid Lebanon Ceasefire
• Positive Sentiment: Sector rotation supporting the index: plunging oil prices boosted travel and airlines (United, Royal Caribbean led gains), which helps IVV’s cyclical components and is contributing to today’s upside. United and Royal Caribbean Lead the S&P 500 Today. Travel Stocks Surge as Oil Prices Plunge.
• Positive Sentiment: Institutional flows: a disclosure shows BCS Wealth Management materially increased its IVV holdings in Q4, a sign of continued institutional demand for S&P 500 ETF exposure. iShares Core S&P 500 ETF $IVV Shares Acquired by BCS Wealth Management
• Neutral Sentiment: Near-term consolidation possible: futures have paused near highs as headlines (geopolitics, big earnings, tech moves) create mixed intraday signals—this can produce rangebound trading for IVV even while the trend is up. S&P 500 Futures: Pause Near Highs as Trump Signals Iran Progress, Netflix Slides
• Negative Sentiment: Elevated technical and seasonal risk: technical analysts warn the S&P rally is behaving like an “irregular B‑wave” (or late 5th wave) and seasonality often turns around April 18—signals investors should watch for exhaustion or a pullback that would hit IVV. S&P 500 Extends Irregular B‑Wave Rally Toward Key 7120 Level
• Negative Sentiment: Rising short interest: a report flags a notable increase in short interest in IVV, which can amplify volatility on any downside moves and signal some traders positioning for a pullback. iShares Core S&P 500 ETF (NYSEARCA:IVV) Sees Significant Increase in Short Interest

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $713.36 on Friday. iShares Core S&P 500 ETF has a 1-year low of $510.83 and a 1-year high of $715.66. The firm has a market capitalization of $782.02 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $677.33 and its 200 day moving average is $681.09.

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.