Investment Planning Advisors, Inc. Ishares Core S&P 500 ETF Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,360 shares of IVV stock, worth $1.59 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
2,360
Previous 980
140.82%
Holding current value
$1.59 Million
Previous $608,000
159.7%
% of portfolio
0.58%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
4,137Shares Held
789MCall Options Held
3.41MPut Options Held
2.27M-
Black Rock Inc. New York, NY66.4MShares$44.8 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO33.4MShares$22.6 Billion15.18% of portfolio
-
Envestnet Asset Management Inc28.6MShares$19.3 Billion5.91% of portfolio
-
Marshall Wace, LLP London, X027.5MShares$18.6 Billion20.28% of portfolio
-
Morgan Stanley New York, NY24.3MShares$16.4 Billion1.02% of portfolio