Bank Plus Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Bank Plus Wealth Management LLC

  • $136 Billion
  • Q1 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 75,289 shares of IVV stock, worth $41.6 Million. This represents 31.07% of its overall portfolio holdings.

Number of Shares
75,289
Previous 58,045 29.71%
Holding current value
$41.6 Million
Previous $34.2 Billion 23.8%
% of portfolio
31.07%
Previous 25.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $9.55 Million - $10.6 Million
17,244 Added 29.71%
75,289 $42.3 Billion
Q4 2024

Jan 22, 2025
BUY
$570.51 - $610.59 $33.1 Million - $35.4 Million
58,045 New
58,045 $34.2 Billion

Others Institutions Holding IVV

# of Institutions
3,890
Shares Held
760M
Call Options Held
1.94M
Put Options Held
2.31M
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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