Asset Allocation & Management Company LLC Has $10.17 Million Holdings in iShares Core S&P 500 ETF $IVV

Asset Allocation & Management Company LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,845 shares of the company’s stock after selling 873 shares during the quarter. iShares Core S&P 500 ETF makes up about 4.0% of Asset Allocation & Management Company LLC’s holdings, making the stock its 6th biggest position. Asset Allocation & Management Company LLC’s holdings in iShares Core S&P 500 ETF were worth $10,168,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. increased its position in iShares Core S&P 500 ETF by 2.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock worth $22,373,294,000 after buying an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 0.7% in the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after buying an additional 201,983 shares during the last quarter. Marshall Wace LLP lifted its position in shares of iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after buying an additional 6,101,936 shares during the last quarter. Creative Planning boosted its stake in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after acquiring an additional 505,293 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after acquiring an additional 601,254 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $648.01 on Friday. The business’s 50-day simple moving average is $683.41 and its 200-day simple moving average is $679.81. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm has a market cap of $712.29 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: Technical/breadth indicators point to a possible countertrend rally that could limit further downside for the S&P 500 and support IVV if it re-accelerates. Read More.
• Positive Sentiment: Earlier optimism about Iran ceasefire prospects lifted US indices; any return of that optimism would help IVV recover some losses. Read More.
• Neutral Sentiment: Idiosyncratic trading (e.g., Best Buy jumping on GameStop acquisition rumors) can cause rotation within the index but is unlikely to move IVV materially on its own. Read More.
• Neutral Sentiment: Longer-term themes such as dividend-selection interest exist, but they are less likely to change IVV’s near-term direction because IVV tracks the broad market rather than high-yield subsets. Read More.
• Negative Sentiment: Geopolitical escalation and a near-term Trump deadline for strikes on Iran’s energy infrastructure have pushed oil higher and futures lower, a direct risk-off catalyst weighing on the S&P 500 and IVV. Read More.
• Negative Sentiment: Micron’s slide into a bear market and sharp P/E compression highlights renewed selling in semiconductor/tech names, which makes up a large share of IVV and contributes to its weakness. Read More.
• Negative Sentiment: Macro commentary arguing the AI-driven run may be peaking adds to negative sentiment for growth and software sectors, pressuring index-level returns. Read More.

iShares Core S&P 500 ETF 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.