Bwm Planning, LLC Ishares Core S&P 500 ETF Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 16,028 shares of IVV stock, worth $10.8 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
16,028
Previous 16,122 0.58%
Holding current value
$10.8 Million
Previous $9.06 Billion 18.42%
% of portfolio
3.19%
Previous 3.83%

Shares

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

Oct 31, 2025
SELL
$620.67 - $670.08 $58,342 - $62,987
-94 Reduced 0.58%
16,028 $10.7 Billion
Q1 2025

May 14, 2025
SELL
$554.06 - $615.85 $807,265 - $897,293
-1,457 Reduced 8.29%
16,122 $9.06 Billion
Q4 2024

Jan 22, 2025
SELL
$570.51 - $610.59 $1.05 Million - $1.13 Million
-1,843 Reduced 9.49%
17,579 $10.3 Billion
Q3 2024

Oct 09, 2024
BUY
$520.18 - $576.82 $10.1 Million - $11.2 Million
19,422 New
19,422 $11.2 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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email