Compound Planning Inc. Has $95.36 Million Position in iShares Core S&P 500 ETF $IVV

Compound Planning Inc. lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 139,219 shares of the company’s stock after acquiring an additional 4,214 shares during the period. 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 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Decker Retirement Planning Inc. bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $29,000. GS Investments Inc. grew its position in iShares Core S&P 500 ETF by 83.3% in the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after purchasing an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $38,000. Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $39,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of iShares Core S&P 500 ETF during 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 Performance

NYSEARCA IVV opened at $750.11 on Friday. The firm has a 50-day simple moving average of $732.59 and a 200 day simple moving average of $700.32. 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 PE ratio of 25.10 and a beta of 1.00.

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.