iShares Core S&P 500 ETF $IVV Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 506,948 shares of the company’s stock after acquiring an additional 40,031 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.0% of AE Wealth Management LLC’s portfolio, making the stock its 6th largest position. AE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $347,230,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of IVV. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $29,000. Palouse Capital Management Inc. acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $38,000. Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the third quarter valued at $39,000. Dorato Capital Management acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at $55,000. Finally, Maryland Capital Advisors Inc. boosted its stake in iShares Core S&P 500 ETF by 681.8% in the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after acquiring an additional 75 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV 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 company has a market capitalization of $782.02 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a fifty day moving average of $677.33 and a two-hundred day moving average of $681.17.

iShares Core S&P 500 ETF News Roundup

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

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.