Next Level Wealth Planning, LLC Ishares Core S&P 500 ETF Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 2,359 shares of IVV stock, worth $1.51 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
2,359
Previous 2,433 3.04%
Holding current value
$1.51 Million
Previous $1.37 Billion 7.11%
% of portfolio
0.94%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$498.8 - $620.9 $36,911 - $45,946
-74 Reduced 3.04%
2,359 $1.46 Billion
Q1 2025

May 06, 2025
BUY
$554.06 - $615.85 $82,000 - $91,145
148 Added 6.48%
2,433 $1.37 Billion
Q4 2024

Jan 30, 2025
BUY
$570.51 - $610.59 $1.3 Million - $1.4 Million
2,285 New
2,285 $1.35 Billion

Others Institutions Holding IVV

# of Institutions
3,964
Shares Held
812M
Call Options Held
15.3M
Put Options Held
4M
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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