Corepath Wealth Partners LLC Acquires 1,636 Shares of iShares Core S&P 500 ETF $IVV

Corepath Wealth Partners LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 65,943 shares of the company’s stock after purchasing an additional 1,636 shares during the quarter. iShares Core S&P 500 ETF makes up 30.9% of Corepath Wealth Partners LLC’s investment portfolio, making the stock its biggest holding. Corepath Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $46,043,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Harrell Investment Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 6.2% during the fourth quarter. Harrell Investment Partners LLC now owns 1,367 shares of the company’s stock worth $936,000 after acquiring an additional 80 shares during the last quarter. Polaris Investment Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $13,866,000. Presidio Capital Management LLC increased its position in iShares Core S&P 500 ETF by 7.5% during the 4th quarter. Presidio Capital Management LLC now owns 10,852 shares of the company’s stock valued at $7,433,000 after purchasing an additional 757 shares during the period. CLG LLC increased its position in iShares Core S&P 500 ETF by 6.8% during the 4th quarter. CLG LLC now owns 103,842 shares of the company’s stock valued at $71,125,000 after purchasing an additional 6,624 shares during the period. Finally, ALM First Financial Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $2,021,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $653.21 on Wednesday. The company’s 50 day moving average price is $680.51 and its 200-day moving average price is $679.82. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $700.97. The company has a market capitalization of $718.01 billion, a P/E 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: Barclays’ U.S. equity strategy head called the S&P 500 an “attractive entry point,” a pro-buy message that can support demand for broad S&P exposure like IVV. S&P 500 is trading at ‘attractive entry point’, says Barclay’s U.S. equity strategy head
• Positive Sentiment: Unusual options activity: traders bought ~3,309 IVV call contracts (about 65% above average), signaling short-term bullish positioning and potential delta-driven buying in the ETF.
• Positive Sentiment: A reported institutional buyer (Baron Wealth Management) increased its IVV stake, indicating some professional reallocation into the ETF. Baron Wealth Management LLC Purchases 1,073 Shares of iShares Core S&P 500 ETF $IVV
• Positive Sentiment: S&P 500 earnings yield moved back above 5%, which some investors interpret as valuation relief and a reason to add broad-market ETFs like IVV. S&P 500 Earnings Update: Earnings Yield Jumps Back Over 5%
• Positive Sentiment: U.S. futures rose after geopolitical de-escalation signals (comments about Iran), which lifted sentiment across benchmark ETFs including IVV. Stock Market Today: S&P 500, Dow Futures Jump As Trump Hints At Ending Iran War
• Neutral Sentiment: Barron’s ran lists of the quarter’s best/worst S&P names — useful for stock selection but neutral for IVV, which tracks the broad index. These Were the Best and Worst S&P 500 Stocks During the First Quarter
• Neutral Sentiment: Sector notes (REITs yielding above 10-year Treasuries) provide allocation ideas but don’t directly move IVV. REITs Are the S&P 500’s Highest Yielding Sector
• Neutral Sentiment: Technical commentary on S&P levels and options-driven selling helps explain volatility but is not a direct IVV-specific development. S&P 500 Levels to Watch Amid Dow, Nasdaq Correction
• Negative Sentiment: Macro headwinds: Reuters reports the S&P 500 is set for its worst quarter since 2022 as Iran war fears, rate worries and AI economic concerns dent sentiment — a backdrop that can pressure broad ETFs like IVV. S&P 500 heads for worst quarter since 2022
• Negative Sentiment: Rising oil (above $100) and fading hopes for a quick end to the Iran conflict are cited as headwinds for risk assets. S&P 500 Falters and Oil Rises After Hopes Fade for a Quick End to Iran Conflict
• Negative Sentiment: Bearish scenario warnings continue — an analyst flagged a potential fall to 6,150 for the S&P 500, underscoring tail risk that could reverse ETF inflows. S&P 500 could fall to 6,150: analyst explains how to play the dip
• Negative Sentiment: Coverage debating whether to “buy the dip” highlights elevated market uncertainty — a reason some investors may stay sidelined or hedge rather than add to IVV. S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.

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.