iShares Core S&P 500 ETF $IVV Shares Sold by Ritholtz Wealth Management

Ritholtz Wealth Management decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 535,002 shares of the company’s stock after selling 9,890 shares during the quarter. iShares Core S&P 500 ETF accounts for about 6.7% of Ritholtz Wealth Management’s holdings, making the stock its 2nd largest holding. Ritholtz Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $366,444,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth about $39,000. Dorato Capital Management acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $55,000. Maryland Capital Advisors Inc. raised its holdings in iShares Core S&P 500 ETF by 681.8% in the 4th quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after purchasing an additional 75 shares during the period. Winnow Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth about $61,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth about $68,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $682.62 on Monday. The stock has a market capitalization of $747.74 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $510.83 and a twelve month high of $700.97. The stock has a 50-day moving average of $676.25 and a 200 day moving average of $680.01.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Nvidia’s extended rally is helping lift the S&P 500’s tech-heavy leadership, which supports IVV because Nvidia is a large index component. Nvidia’s stock extends its hot streak — and that’s great news for the S&P 500
• Positive Sentiment: AI/optical networking winners like Lumentum and Coherent are outperforming after upbeat demand commentary, signaling strength in tech-related sectors that lift the index. Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.
• Positive Sentiment: Macro indicators of lower equity volatility (the falling VIX) and momentum studies suggesting a new bottom are reinforcing bullish sentiment for the S&P 500, which benefits IVV. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months
• Neutral Sentiment: Investors are watching the March CPI print and its implications for Fed policy; a benign inflation print could extend gains but a surprise upside would pressure equities. S&P 500 headed for 8th day of gains as investors eye CPI, peace talks
• Neutral Sentiment: Price action shows the S&P 500 has regained its 50- and 200-day moving averages, a technical positive for momentum investors but not a guarantee of continued gains. The S&P 500 smashed back above 2 key moving averages, in a rare display of strength. Here’s what history shows happens next.
• Negative Sentiment: Geopolitical headlines (ceasefire/violations) are creating bouts of risk-off trading and have pressured futures at times, increasing short-term downside risk for broad-market ETFs like IVV. Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn’t Upholding Ceasefire—Taiwan Semiconductor, Rocket Lab In Focus
• Negative Sentiment: Short interest in IVV rose ~21.9% in March to about 5.57M shares (≈0.5% of float), which could modestly increase selling pressure or volatility; however the short-interest ratio is just 0.4 days, implying limited short-squeeze risk. (Source: short-interest report)

iShares Core S&P 500 ETF Profile

(Free Report)

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.

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