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

Compound Planning Inc. increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% during the first quarter, HoldingsChannel reports. The firm owned 144,467 shares of the ETF’s stock after acquiring an additional 5,248 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.9% of Compound Planning Inc.’s holdings, making the stock its 2nd biggest position. Compound Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $94,367,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVV. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $26,000. Decker Retirement Planning Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $29,000. GS Investments Inc. lifted its position in shares of iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $741.62 on Friday. iShares Core S&P 500 ETF has a twelve month low of $622.31 and a twelve month high of $764.00. The stock has a market cap of $868.47 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $748.47 and its two-hundred day moving average price is $711.12.

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.