Twelve Points Wealth Management LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV

Twelve Points Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 270.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,785 shares of the company’s stock after buying an additional 3,493 shares during the period. iShares Core S&P 500 ETF makes up approximately 0.8% of Twelve Points Wealth Management LLC’s portfolio, making the stock its 26th biggest position. Twelve Points Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,336,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Americana Partners LLC grew its position in iShares Core S&P 500 ETF by 21.8% in the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares in the last quarter. Forza Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares in the last quarter. Legacy Private Trust Co. grew its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC grew its position in iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Finally, Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $682.62 on Monday. The company has a market cap of $747.74 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $676.25 and a two-hundred day moving average of $680.01. iShares Core S&P 500 ETF has a 1-year low of $510.83 and a 1-year high of $700.97.

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: 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)

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.