iShares Core S&P 500 ETF $IVV Shares Acquired by Compound Planning Inc.

Compound Planning Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 139,219 shares of the company’s stock after purchasing an additional 4,214 shares during the quarter. iShares Core S&P 500 ETF makes up 2.8% of Compound Planning Inc.’s portfolio, making the stock its 2nd largest holding. Compound Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $95,357,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IVV. Decker Retirement Planning Inc. acquired a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $29,000. GS Investments Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after acquiring an additional 20 shares during the period. Palouse Capital Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $39,000. Finally, Prosperity Bancshares Inc bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at about $44,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.0%

NYSEARCA IVV opened at $750.11 on Friday. iShares Core S&P 500 ETF has a twelve month low of $594.71 and a twelve month high of $764.00. The stock has a market cap of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50-day simple moving average is $732.59 and its 200 day simple moving average is $700.32.

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.