Plan A Wealth LLC Ishares Core S&P 500 ETF Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 2,598 shares of IVV stock, worth $1.76 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
2,598
Previous 2,398 8.34%
Holding current value
$1.76 Million
Previous $1.49 Billion 16.79%
% of portfolio
0.88%
Previous 0.84%

Shares

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

Nov 06, 2025
BUY
$620.67 - $670.08 $124,133 - $134,016
200 Added 8.34%
2,598 $1.74 Billion
Q2 2025

Nov 06, 2025
BUY
$498.8 - $620.9 $344,172 - $428,421
690 Added 40.4%
2,398 $1.49 Billion
Q1 2025

Nov 06, 2025
SELL
$554.06 - $615.85 $69,811 - $77,597
-126 Reduced 6.87%
1,708 $960 Million
Q4 2024

Nov 06, 2025
BUY
$570.51 - $610.59 $1.05 Million - $1.12 Million
1,834 New
1,834 $1.08 Billion

Others Institutions Holding IVV

# of Institutions
4,082
Shares Held
748M
Call Options Held
4.19M
Put Options Held
2.82M
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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