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

Bwm Planning, LLC

  • $236 Billion
  • Q1 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 16,122 shares of IVV stock, worth $10.7 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares
16,122
Previous 17,579 8.29%
Holding current value
$10.7 Million
Previous $10.3 Billion 12.46%
% of portfolio
3.83%
Previous 4.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,065
Shares Held
745M
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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