Great Lakes Advisors LLC Grows Stake in iShares Core S&P 500 ETF $IVV

Great Lakes Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 140,586 shares of the company’s stock after purchasing an additional 2,013 shares during the quarter. Great Lakes Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $94,094,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of IVV. Falcon Wealth Planning raised its stake in shares of iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares during the last quarter. Atwood & Palmer Inc. increased its holdings in iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. increased its holdings in iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares in the last quarter. Balanced Wealth Group LLC raised its position in iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the last quarter. Finally, Wealth Watch Advisors INC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.5% in the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after purchasing an additional 16 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

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: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $698.70 on Thursday. The company’s 50 day simple moving average is $687.54 and its 200-day simple moving average is $668.25. The firm has a market capitalization of $768.36 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97.

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.