Compound Planning Inc. Has $94.37 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Compound Planning Inc. grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 3.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 144,467 shares of the ETF’s stock after purchasing an additional 5,248 shares during the quarter. iShares Core S&P 500 ETF accounts for 2.9% of Compound Planning Inc.’s portfolio, making the stock its 2nd largest position. Compound Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $94,367,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Klingman & Associates LLC raised its position in iShares Core S&P 500 ETF by 2.4% in the first quarter. Klingman & Associates LLC now owns 526,701 shares of the ETF’s stock worth $344,046,000 after acquiring an additional 12,506 shares in the last quarter. Modern Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 4.1% during the 1st quarter. Modern Wealth Management LLC now owns 157,664 shares of the ETF’s stock valued at $103,752,000 after purchasing an additional 6,154 shares in the last quarter. Keebeck Wealth Management grew its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 1st quarter. Keebeck Wealth Management now owns 80,826 shares of the ETF’s stock worth $52,797,000 after purchasing an additional 1,337 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of iShares Core S&P 500 ETF by 30.0% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 324,804 shares of the ETF’s stock worth $212,165,000 after purchasing an additional 75,049 shares during the last quarter. Finally, Capula Management Ltd raised its holdings in shares of iShares Core S&P 500 ETF by 1,374.6% in the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after purchasing an additional 8,478,226 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $741.62 on Friday. iShares Core S&P 500 ETF has a 12 month low of $622.31 and a 12 month high of $764.00. The firm has a market cap of $868.47 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $748.47 and a 200 day simple moving average of $711.12.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.