Compass Planning Associates Inc Ishares Core S&P 500 ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 764 shares of IVV stock, worth $426,281. This represents 0.43% of its overall portfolio holdings.

Number of Shares
764
Previous 681 12.19%
Holding current value
$426,281
Previous $401 Million 7.13%
% of portfolio
0.43%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$554.06 - $615.85 $45,986 - $51,115
83 Added 12.19%
764 $429 Million
Q4 2024

Feb 03, 2025
BUY
$570.51 - $610.59 $388,517 - $415,811
681 New
681 $401 Million

Others Institutions Holding IVV

# of Institutions
3,901
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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