Lakeshore Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 81,947 shares of IVV stock, worth $54.4 Million. This represents 20.45% of its overall portfolio holdings.

Number of Shares

81,947

Previous 78,909 3.85%

Holding current value

$54.4 Million

Previous $44.3 Billion 14.74%

% of portfolio

20.45%

Previous 18.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$498.8 - $620.9 $1.52 Million - $1.89 Million	3,038 Added 3.85%	81,947 $50.9 Billion
Q1 2025 May 15, 2025	BUY	$554.06 - $615.85 $1.36 Million - $1.51 Million	2,450 Added 3.2%	78,909 $44.3 Billion
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $1.7 Million - $1.82 Million	2,986 Added 4.06%	76,459 $45 Billion
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $2.69 Million - $2.98 Million	5,163 Added 7.56%	73,473 $42.4 Billion
Q2 2024 Jul 25, 2024	BUY	$497.53 - $549.64 $1.14 Million - $1.26 Million	2,286 Added 3.46%	68,310 $37.4 Billion
Q1 2024 May 10, 2024	BUY	$469.56 - $525.73 $1.1 Million - $1.24 Million	2,352 Added 3.69%	66,024 $34.7 Billion
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $27.2 Million - $29.3 Million	63,672 New	63,672 $27.3 Billion

Others Institutions Holding IVV

# of Institutions

4,040

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Lakeshore Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History