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

Compass Planning Associates Inc

  • $109 Billion
  • Q3 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 767 shares of IVV stock, worth $517,962. This represents 0.47% of its overall portfolio holdings.

Number of Shares
767
Previous 765 0.26%
Holding current value
$517,962
Previous $475 Million 8.0%
% of portfolio
0.47%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$620.67 - $670.08 $1,241 - $1,340
2 Added 0.26%
767 $513 Million
Q2 2025

Jul 21, 2025
BUY
$498.8 - $620.9 $498 - $620
1 Added 0.13%
765 $475 Million
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
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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