A detailed history of Planned Solutions, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 1,489 shares of IVV stock, worth $883,230. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,489
Previous 1,488 0.07%
Holding current value
$883,230
Previous $814,000 5.41%
% of portfolio
0.35%
Previous 0.39%

Shares

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

Oct 08, 2024

BUY
$520.18 - $576.82 $520 - $576
1 Added 0.07%
1,489 $858,000
Q2 2024

Jul 24, 2024

BUY
$497.53 - $549.64 $497 - $549
1 Added 0.07%
1,488 $814,000
Q1 2024

Apr 26, 2024

BUY
$469.56 - $525.73 $3,286 - $3,680
7 Added 0.47%
1,487 $781,000
Q4 2023

Jan 17, 2024

BUY
$412.55 - $479.0 $825 - $958
2 Added 0.14%
1,480 $706,000
Q3 2023

Feb 06, 2024

SELL
$427.76 - $460.18 $855 - $920
-2 Reduced 0.14%
1,478 $634,000
Q2 2023

Jul 11, 2023

BUY
$406.17 - $445.71 $406 - $445
1 Added 0.07%
1,478 $658,000
Q1 2023

Apr 12, 2023

BUY
$381.13 - $418.66 $381 - $418
1 Added 0.07%
1,477 $607,000
Q4 2022

Jan 25, 2023

SELL
$357.98 - $409.32 $3,579 - $4,093
-10 Reduced 0.67%
1,476 $0
Q3 2022

Oct 20, 2022

BUY
$358.65 - $432.04 $13,270 - $15,985
37 Added 2.55%
1,486 $533,000
Q2 2022

Jul 14, 2022

BUY
$366.99 - $458.8 $366 - $458
1 Added 0.07%
1,449 $549,000
Q1 2022

Apr 08, 2022

SELL
$418.06 - $479.84 $1,672 - $1,919
-4 Reduced 0.28%
1,448 $657,000
Q4 2021

Feb 03, 2022

SELL
$430.29 - $479.53 $2,151 - $2,397
-5 Reduced 0.34%
1,452 $693,000
Q2 2021

Jul 21, 2021

BUY
$402.08 - $429.92 $585,830 - $626,393
1,457 New
1,457 $626,000
Q1 2021

Apr 29, 2021

SELL
$370.22 - $398.75 $147,717 - $159,101
-399 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$327.62 - $375.39 $327 - $375
1 Added 0.25%
399 $150,000
Q3 2020

Nov 06, 2020

BUY
$311.81 - $359.24 $124,100 - $142,977
398 New
398 $134,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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