Compass Planning Associates Inc Purchases Shares of 681 iShares Core S&P 500 ETF (NYSEARCA:IVV)

Compass Planning Associates Inc acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, Holdings Channel reports. The fund acquired 681 shares of the company’s stock, valued at approximately $401,000. iShares Core S&P 500 ETF accounts for approximately 0.4% of Compass Planning Associates Inc’s portfolio, making the stock its 25th largest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Balboa Wealth Partners grew its holdings in iShares Core S&P 500 ETF by 1.3% in the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the last quarter. Lewis Asset Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after purchasing an additional 18 shares in the last quarter. Sandbox Financial Partners LLC grew its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares during the last quarter. Finally, Dodds Wealth LLC increased its position in iShares Core S&P 500 ETF by 0.9% during the 4th quarter. Dodds Wealth LLC now owns 1,995 shares of the company’s stock valued at $1,216,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $602.87 on Friday. The stock has a market cap of $520.22 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a 50-day moving average of $601.14 and a two-hundred day moving average of $585.52. iShares Core S&P 500 ETF has a one year low of $496.30 and a one year high of $616.22.

iShares Core S&P 500 ETF Company 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.