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 $422,637. This represents 0.43% of its overall portfolio holdings.
Number of Shares
764
Previous 681
12.19%
Holding current value
$422,637
Previous $401 Million
7.13%
% of portfolio
0.43%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio