Bip Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Bip Wealth, LLC

$2.72 Billion
Q3 2025

A detailed history of Bip Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 18,163 shares of IVV stock, worth $12.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

18,163

Previous 14,972 21.31%

Holding current value

$12.3 Million

Previous $9.3 Billion 99.87%

% of portfolio

0.45%

Previous 0.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$620.67 - $670.08 $1.98 Million - $2.14 Million	3,191 Added 21.31%	18,163 $12.2 Million
Q2 2025 Jul 31, 2025	BUY	$498.8 - $620.9 $654,425 - $814,620	1,312 Added 9.6%	14,972 $9.3 Billion
Q1 2025 May 02, 2025	SELL	$554.06 - $615.85 $282,016 - $313,467	-509 Reduced 3.59%	13,660 $7.68 Billion
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $179,140 - $191,725	-314 Reduced 2.17%	14,169 $8.34 Billion
Q3 2024 Nov 07, 2024	BUY	$520.18 - $576.82 $525,381 - $582,588	1,010 Added 7.5%	14,483 $8.35 Billion

Q2 2024 Aug 08, 2024	BUY	$497.53 - $549.64 $106,968 - $118,172	215 Added 1.62%	13,473 $7.37 Billion
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $125,372 - $140,369	267 Added 2.06%	13,258 $6.97 Billion
Q4 2023 Feb 02, 2024	SELL	$412.55 - $479.0 $46,205 - $53,648	-112 Reduced 0.85%	12,991 $6.21 Billion
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $534,700 - $575,225	1,250 Added 10.55%	13,103 $5.63 Billion
Q2 2023 Jul 27, 2023	SELL	$406.17 - $445.71 $262,385 - $287,928	-646 Reduced 5.17%	11,853 $5.28 Billion
Q1 2023 May 10, 2023	BUY	$381.13 - $418.66 $4.76 Million - $5.23 Million	12,499 New	12,499 $5.14 Billion

Others Institutions Holding IVV

# of Institutions

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account