iShares Core S&P 500 ETF $IVV Shares Sold by ADG Wealth Management Group LLC

ADG Wealth Management Group LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,888 shares of the company’s stock after selling 965 shares during the quarter. iShares Core S&P 500 ETF makes up about 4.1% of ADG Wealth Management Group LLC’s portfolio, making the stock its 9th biggest holding. ADG Wealth Management Group LLC’s holdings in iShares Core S&P 500 ETF were worth $5,403,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Americana Partners LLC lifted its position in iShares Core S&P 500 ETF by 21.8% during 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 last quarter. Forza Wealth Management LLC grew its position 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 valued at $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Legacy Private Trust Co. increased its stake in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its holdings in iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the last quarter. Finally, Fonville Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF by 121.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $658.06 on Thursday. The firm has a market cap of $723.34 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average price is $679.91 and its two-hundred day moving average price is $679.67. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97.

iShares Core S&P 500 ETF News Summary

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Early-session headlines suggesting ceasefire talks and a pickup in futures helped U.S. indices attempt a rally, supporting broad demand for S&P 500 exposure. Read More.
• Positive Sentiment: Technicals: an Elliott Wave analysis flagged a potential inflection point for the S&P 500 that could lift the index toward ~6800 if recent lows and breadth hold — a bullish signal for IVV’s tracking. Read More.
• Positive Sentiment: Direct flow/sentiment signal — unusually heavy call-buying in IVV options (noted on 3/31) indicates trader-level bullish positioning in the ETF itself, which can amplify intraday buying.
• Positive Sentiment: Macro sentiment from strategists: Barclays’ U.S. equity head described the S&P 500 as an “attractive entry point,” which can encourage fresh allocations into core S&P ETFs like IVV. Read More.
• Neutral Sentiment: Long-term index-fund positioning remains favorable: a Morningstar-backed Barron’s piece highlights that ultra-low-cost S&P 500 funds tend to deliver strong long-term returns, reinforcing persistent investor preference for broad S&P trackers. Read More.
• Neutral Sentiment: Q1 winners and losers within the S&P were mixed; sector dispersion means IVV’s performance depends on whether large-cap winners sustain gains. Read More.
• Negative Sentiment: Geopolitical and rate risks remain a clear headwind: Reuters reports the S&P headed for its worst quarter since 2022 on Iran-war uncertainty and rate worries, which can pressure broad-market ETFs including IVV. Read More.
• Negative Sentiment: Analyst downside scenarios: some strategists warn the S&P could drop further (e.g., to ~6150) if geopolitical risks intensify, posing downside risk to IVV. Read More.
• Negative Sentiment: Sector composition note — reports that tech stocks are cheaper versus the S&P than they’ve been in years reflect investor concern about AI spending and demand; with heavy tech weight in the index, continued weakness could cap IVV’s gains. 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.