iShares Core S&P 500 ETF $IVV Shares Bought by Unify Financial Advisors

Unify Financial Advisors raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,897 shares of the ETF’s stock after buying an additional 1,606 shares during the quarter. iShares Core S&P 500 ETF comprises about 10.3% of Unify Financial Advisors’ holdings, making the stock its largest position. Unify Financial Advisors’ holdings in iShares Core S&P 500 ETF were worth $12,175,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Citrine Capital LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.8% in the 3rd quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock valued at $363,000 after acquiring an additional 13 shares in the last quarter. Punch & Associates Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Hidden Cove Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after purchasing an additional 14 shares in the last quarter. IFC & Insurance Marketing Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 3.9% during the third quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock worth $284,000 after purchasing an additional 14 shares in the last quarter. Finally, Rainey & Randall Wealth Advisors Inc. increased its position in shares of iShares Core S&P 500 ETF by 3.0% in the third quarter. Rainey & Randall Wealth Advisors Inc. now owns 481 shares of the ETF’s stock worth $368,000 after purchasing an additional 14 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.3%

IVV stock opened at $738.68 on Friday. The company’s 50 day moving average is $769.02 and its 200 day moving average is $733.29. The stock has a market cap of $850.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03.

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: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
• Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
• Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
• Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
• Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?

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.