Planned Solutions, Inc. Ishares Core S&P 500 ETF Transaction History

Planned Solutions, Inc.

  • $260 Million
  • Q3 2025

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 2,078 shares of IVV stock, worth $1.38 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,078
Previous 1,586 31.02%
Holding current value
$1.38 Million
Previous $984,000 41.26%
% of portfolio
0.54%
Previous 0.42%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$620.67 - $670.08 $305,369 - $329,679
492 Added 31.02%
2,078 $1.39 Million
Q2 2025

Jul 29, 2025
BUY
$498.8 - $620.9 $3,491 - $4,346
7 Added 0.44%
1,586 $984,000
Q1 2025

Apr 09, 2025
BUY
$554.06 - $615.85 $53,189 - $59,121
96 Added 6.47%
1,579 $881,000
Q4 2024

Jan 16, 2025
SELL
$570.51 - $610.59 $3,423 - $3,663
-6 Reduced 0.4%
1,483 $873,000
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

# of Institutions
4,075
Shares Held
746M
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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