iShares Core S&P 500 ETF $IVV Stake Raised by Compound Planning Inc.

Compound Planning Inc. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 111,795 shares of the company’s stock after buying an additional 15,042 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.9% of Compound Planning Inc.’s investment portfolio, making the stock its 2nd largest holding. Compound Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $62,817,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. boosted its position in iShares Core S&P 500 ETF by 6.4% in the first quarter. Envestnet Asset Management Inc. now owns 35,694,204 shares of the company’s stock valued at $20,056,573,000 after buying an additional 2,160,133 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in iShares Core S&P 500 ETF by 31.4% in the first quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after acquiring an additional 5,708,115 shares during the period. PNC Financial Services Group Inc. lifted its holdings in iShares Core S&P 500 ETF by 1.0% in the first quarter. PNC Financial Services Group Inc. now owns 15,270,271 shares of the company’s stock valued at $8,580,365,000 after acquiring an additional 146,638 shares during the period. Goldman Sachs Group Inc. lifted its holdings in iShares Core S&P 500 ETF by 27.7% in the first quarter. Goldman Sachs Group Inc. now owns 12,472,337 shares of the company’s stock valued at $7,008,206,000 after acquiring an additional 2,703,613 shares during the period. Finally, First Command Advisory Services Inc. lifted its holdings in iShares Core S&P 500 ETF by 12.1% in the first quarter. First Command Advisory Services Inc. now owns 9,941,646 shares of the company’s stock valued at $5,586,986,000 after acquiring an additional 1,070,974 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.4%

Shares of NYSEARCA:IVV opened at $638.70 on Friday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $649.31. The company has a market capitalization of $643.36 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average of $627.41 and a two-hundred day moving average of $592.56.

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.