Prosperity Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 958 shares of IVV stock, worth $644,178. This represents 0.18% of its overall portfolio holdings.

Number of Shares

958

Previous 1,470 34.83%

Holding current value

$644,178

Previous $820,000 27.56%

% of portfolio

0.18%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$498.8 - $620.9 $255,385 - $317,900	-512 Reduced 34.83%	958 $594,000
Q1 2025 Apr 10, 2025	SELL	$554.06 - $615.85 $76,460 - $84,987	-138 Reduced 8.58%	1,470 $820,000
Q4 2024 Jan 16, 2025	SELL	$570.51 - $610.59 $24,531 - $26,255	-43 Reduced 2.6%	1,608 $946,000
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $121,201 - $134,399	-233 Reduced 12.37%	1,651 $952,000
Q2 2024 Jul 23, 2024	SELL	$497.53 - $549.64 $145,278 - $160,494	-292 Reduced 13.42%	1,884 $1.03 Million
Q1 2024 Apr 15, 2024	SELL	$469.56 - $525.73 $430,586 - $482,094	-917 Reduced 29.65%	2,176 $1.14 Million
Q4 2023 Feb 05, 2024	BUY	$412.55 - $479.0 $56,519 - $65,623	137 Added 4.63%	3,093 $1.48 Million
Q3 2023 Oct 24, 2023	BUY	$427.76 - $460.18 $115,067 - $123,788	269 Added 10.01%	2,956 $1.27 Million
Q2 2023 Jul 13, 2023	BUY	$406.17 - $445.71 $11,778 - $12,925	29 Added 1.09%	2,687 $1.2 Million
Q1 2023 Apr 13, 2023	SELL	$381.13 - $418.66 $69,365 - $76,196	-182 Reduced 6.41%	2,658 $1.09 Million
Q3 2022 Oct 12, 2022	BUY	$358.65 - $432.04 $167,848 - $202,194	468 Added 19.73%	2,840 $1.02 Million
Q4 2021 Jan 21, 2022	SELL	$430.29 - $479.53 $87,779 - $97,824	-204 Reduced 7.92%	2,372 $1.13 Million
Q3 2021 Oct 08, 2021	SELL	$426.8 - $455.27 $132,734 - $141,588	-311 Reduced 10.77%	2,576 $1.11 Million
Q2 2021 Jul 13, 2021	SELL	$402.08 - $429.92 $65,136 - $69,647	-162 Reduced 5.31%	2,887 $1.24 Million
Q1 2021 Apr 12, 2021	SELL	$370.22 - $398.75 $195,476 - $210,540	-528 Reduced 14.76%	3,049 $1.21 Million
Q4 2020 Feb 01, 2021	BUY	$327.62 - $375.39 $1.17 Million - $1.34 Million	3,577 New	3,577 $1.34 Million

Others Institutions Holding IVV

# of Institutions

4,027

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Prosperity Planning, Inc. Ishares Core S&P 500 ETF Transaction History