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

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 6,949 shares of IVV stock, worth $4.03 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
6,949
Previous 5,797 19.87%
Holding current value
$4.03 Million
Previous $3.05 Billion 31.51%
% of portfolio
1.7%
Previous 2.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$520.18 - $576.82 $599,247 - $664,496
1,152 Added 19.87%
6,949 $4.01 Billion
Q1 2024

May 01, 2024
BUY
$469.56 - $525.73 $443,264 - $496,289
944 Added 19.45%
5,797 $3.05 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2 Million - $2.32 Million
4,853 New
4,853 $2.32 Billion

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
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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