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

Buska Wealth Management LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 13.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 48,642 shares of the ETF’s stock after selling 7,373 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 13.1% of Buska Wealth Management LLC’s portfolio, making the stock its largest position. Buska Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $36,427,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in IVV. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $26,000. Punch & Associates Investment Management Inc. lifted its stake in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares in the last quarter. Decker Retirement Planning Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth about $29,000. GS Investments Inc. lifted its stake in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after acquiring an additional 20 shares in the last quarter. Finally, Allied Private Wealth LLC purchased a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at about $33,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting iShares Core S&P 500 ETF

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

  • Positive Sentiment: J.P. Morgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing stronger corporate earnings and signs that large technology companies’ artificial-intelligence investments are beginning to generate faster revenue growth. This supports IVV because technology and other large-cap growth companies have significant weight in the ETF. J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
  • Positive Sentiment: Citi said bearish positioning has not fully capitulated even as the S&P 500 reaches records. If short sellers continue covering positions, that could provide additional buying pressure for IVV and the broader market. Bears are in pain as the S&P 500 hits record highs
  • Positive Sentiment: Commentary citing Warren Buffett argues that stocks can remain attractive near record levels when valuations are reasonable relative to expected long-term earnings growth, supporting a buy-and-hold case for IVV. Should You Really Buy Stocks Right Now With the S&P 500 Near Its Record High?
  • Neutral Sentiment: The S&P 500 is testing important resistance levels after a strong August advance. Options strategies such as bull call spreads indicate that some investors remain constructive but are seeking defined risk near current levels. Wary Bulls Can Take Advantage Of This Spread On The S&P 500
  • Negative Sentiment: Technical analysts warned that weak breadth and overbought conditions could lead to consolidation or a pullback before a more durable rally, raising near-term volatility risk for IVV. S&P 500 Elliott Wave Update
  • Negative Sentiment: All three major U.S. indexes pulled back in the latest session, while analysts highlighted technical levels that could encourage profit-taking and renewed concerns about September market risks. Review & Preview: The S&P 500 Pulls Back

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $774.23 on Wednesday. The company has a market cap of $899.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $750.56 and a two-hundred day moving average of $717.16. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $780.64.

About iShares Core S&P 500 ETF

(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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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