Quantum Financial Planning Services, Inc. Ishares Core S&P 500 ETF Transaction History

Quantum Financial Planning Services, Inc.

$276 Billion
Q4 2025

A detailed history of Quantum Financial Planning Services, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 336 shares of IVV stock, worth $226,904. This represents 0.08% of its overall portfolio holdings.

Number of Shares

336

Previous 335 0.3%

Holding current value

$226,904

Previous $224 Million 2.6%

% of portfolio

0.08%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$656.2 - $690.71 $656 - $690	1 Added 0.3%	336 $230 Million
Q3 2025 Oct 14, 2025	SELL	$620.67 - $670.08 $39,102 - $42,215	-63 Reduced 15.83%	335 $224 Million
Q2 2025 Jul 25, 2025	SELL	$498.8 - $620.9 $39,904 - $49,672	-80 Reduced 16.74%	398 $247 Million
Q1 2025 May 08, 2025	BUY	$554.06 - $615.85 $554 - $615	1 Added 0.21%	478 $268 Million
Q4 2024 Jan 23, 2025	BUY	$570.51 - $610.59 $272,133 - $291,251	477 New	477 $281 Million

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Quantum Financial Planning Services, Inc. Ishares Core S&P 500 ETF Transaction History