First National Bank & Trust Co. of Newtown lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 32.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,828 shares of the company’s stock after purchasing an additional 930 shares during the period. First National Bank & Trust Co. of Newtown’s holdings in iShares Core S&P 500 ETF were worth $2,622,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in IVV. Americana Partners LLC lifted its stake in shares of iShares Core S&P 500 ETF by 21.8% in the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after acquiring an additional 1,187 shares during the period. Forza Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after acquiring an additional 1,438 shares during the period. Legacy Private Trust Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its stake in shares of iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after acquiring an additional 7,120 shares during the period. Finally, Hubbell Strickland Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after acquiring an additional 792 shares during the period. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $714.96 on Wednesday. iShares Core S&P 500 ETF has a 52-week low of $544.10 and a 52-week high of $718.95. The business’s 50 day moving average price is $680.71 and its two-hundred day moving average price is $683.33. The firm has a market cap of $786.96 billion, a PE ratio of 25.10 and a beta of 1.00.
iShares Core S&P 500 ETF News Summary
- Positive Sentiment: Broad risk appetite and record S&P 500 closes support IVV — investor sentiment improved and the Fear & Greed index remains in “Greed,” which underpins flows into core large‑cap ETFs. S&P 500 Closes At Another Record High Level
- Positive Sentiment: Strategists say “animal spirits” may be looking past the Iran conflict, arguing the late‑March rally and record highs could persist — a backdrop that favors continued inflows to broad S&P exposure like IVV. Are Animal Spirits Looking Beyond the Iran War?
- Positive Sentiment: Company reports show AI is starting to deliver measurable ROI at many large-cap firms, which supports earnings momentum for index constituents and is constructive for IVV’s outlook. 1 in 4 S&P 500 Companies Can Now Prove AI Pays
- Neutral Sentiment: ETF coverage pieces highlight alternatives and niche ETFs (TOV, DEUS), but these are unlikely to meaningfully redirect core S&P flows into/out of IVV. Should JLens 500 Jewish Advocacy U.S. ETF (TOV) Be on Your Investing Radar? Should Xtrackers Russell US Multifactor ETF (DEUS) Be on Your Investing Radar?
- Neutral Sentiment: Technical/strategist notes warn indices are getting “stretched” and a trendline will determine momentum — hints that volatility or a pullback could occur but not an immediate catalyst. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Stretching This Trendline Can Determine if S&P 500 Momentum is ‘Alive and Well’
- Negative Sentiment: Geopolitical risk and rising oil are the main near‑term headwinds cited by strategists — higher oil can slow growth expectations and pressure large cap multiples, which weighs on IVV. The S&P 500’s Rally Smacks Into a Wall of Worries
- Negative Sentiment: Rising oil and geopolitical uncertainty trimmed some risk appetite yesterday, producing mixed sessions even as the S&P hit records — a reminder that headlines can quickly dent ETF performance. Dow dips as S&P 500, Nasdaq hit records amid oil surge fears
- Negative Sentiment: U.S. futures fell after news of halted talks and rising geopolitical tensions, an immediate negative trigger for broad‑market ETFs like IVV. Stock Market Today: Dow Jones, S&P 500 Futures Fall As Trump Halts Iran Talks
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.
Further Reading
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