Compass Financial Group Inc. Has $30.91 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Compass Financial Group Inc. lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,189 shares of the company’s stock after selling 2,656 shares during the quarter. iShares Core S&P 500 ETF comprises 13.9% of Compass Financial Group Inc.’s portfolio, making the stock its biggest holding. Compass Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $30,914,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Hubbell Strickland Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 1.6% during the second quarter. Hubbell Strickland Wealth Management LLC now owns 37,669 shares of the company’s stock worth $23,389,000 after acquiring an additional 609 shares during the period. Grimes & Company Inc. grew its stake in iShares Core S&P 500 ETF by 11.1% in the second quarter. Grimes & Company Inc. now owns 246,516 shares of the company’s stock worth $153,062,000 after purchasing an additional 24,586 shares in the last quarter. Finally, Woodmont Investment Counsel LLC increased its holdings in iShares Core S&P 500 ETF by 91.8% during the 2nd quarter. Woodmont Investment Counsel LLC now owns 7,161 shares of the company’s stock worth $4,446,000 after purchasing an additional 3,427 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 1.3%

Shares of iShares Core S&P 500 ETF stock opened at $680.52 on Friday. The stock’s fifty day moving average price is $689.91 and its 200-day moving average price is $670.64. The firm has a market cap of $748.03 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97.

About iShares Core S&P 500 ETF

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.