Planwiser Financial, LLC Ishares Core S&P 500 ETF Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 18,696 shares of IVV stock, worth $12.6 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares
18,696
Previous 20,005 6.54%
Holding current value
$12.6 Million
Previous $12.8 Billion 0.29%
% of portfolio
10.2%
Previous 10.92%

Shares

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

Nov 12, 2025
SELL
$620.67 - $670.08 $812,457 - $877,134
-1,309 Reduced 6.54%
18,696 $12.8 Billion
Q2 2025

Aug 13, 2025
BUY
$498.8 - $620.9 $700,315 - $871,743
1,404 Added 7.55%
20,005 $12.8 Billion
Q1 2025

May 08, 2025
BUY
$554.06 - $615.85 $10.3 Million - $11.5 Million
18,601 New
18,601 $10.5 Billion

Others Institutions Holding IVV

# of Institutions
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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