Compass Planning Associates Inc Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Compass Planning Associates Inc purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 681 shares of the company’s stock, valued at approximately $401,000. iShares Core S&P 500 ETF comprises about 0.4% of Compass Planning Associates Inc’s holdings, making the stock its 25th biggest position.

Other institutional investors also recently added to or reduced their stakes in the company. Cassaday & Co Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 9.4% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 8,310 shares of the company’s stock valued at $4,892,000 after purchasing an additional 714 shares during the period. Grove Street Fiduciary LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $495,000. Compass Capital Corp MA ADV purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $379,000. Allianz Asset Management GmbH raised its holdings in iShares Core S&P 500 ETF by 1,380.3% during the 4th quarter. Allianz Asset Management GmbH now owns 1,162,809 shares of the company’s stock valued at $684,522,000 after acquiring an additional 1,084,259 shares during the period. Finally, Centricity Wealth Management LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $4,294,000.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $602.87 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $496.30 and a fifty-two week high of $616.22. 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 fifty day moving average of $601.14 and a 200-day moving average of $585.52.

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.