iShares Core S&P 500 ETF $IVV Shares Acquired by SMART Wealth LLC

SMART Wealth LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 40.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,718 shares of the company’s stock after buying an additional 1,072 shares during the quarter. SMART Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,546,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Midland Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 7.1% during the fourth quarter. Midland Wealth Advisors LLC now owns 502,104 shares of the company’s stock worth $343,911,000 after purchasing an additional 33,093 shares during the last quarter. Merit Financial Group LLC raised its holdings in iShares Core S&P 500 ETF by 9.3% during the fourth quarter. Merit Financial Group LLC now owns 288,582 shares of the company’s stock worth $197,661,000 after purchasing an additional 24,584 shares during the last quarter. Welch Group LLC raised its holdings in iShares Core S&P 500 ETF by 4.8% during the fourth quarter. Welch Group LLC now owns 19,139 shares of the company’s stock worth $13,109,000 after purchasing an additional 885 shares during the last quarter. Whittier Trust Co. of Nevada Inc. raised its holdings in iShares Core S&P 500 ETF by 2.4% during the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 159,791 shares of the company’s stock worth $111,037,000 after purchasing an additional 3,818 shares during the last quarter. Finally, AE Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 8.6% during the fourth quarter. AE Wealth Management LLC now owns 506,948 shares of the company’s stock worth $347,230,000 after purchasing an additional 40,031 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about iShares Core S&P 500 ETF

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 Stock Performance

Shares of IVV stock opened at $713.36 on Monday. The stock has a fifty day moving average price of $677.33 and a 200 day moving average price of $681.24. The stock has a market cap of $783.02 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $510.83 and a 1 year high of $715.66.

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.