Ridgeline Wealth Planning, LLC Ishares Core S&P 500 ETF Transaction History

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 2,916 shares of IVV stock, worth $1.87 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
2,916
Previous 1,952 49.39%
Holding current value
$1.87 Million
Previous $1.1 Billion 65.05%
% of portfolio
1.49%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$498.8 - $620.9 $480,843 - $598,547
964 Added 49.39%
2,916 $1.81 Billion
Q1 2025

Apr 30, 2025
BUY
$554.06 - $615.85 $357,922 - $397,839
646 Added 49.46%
1,952 $1.1 Billion
Q4 2024

Jan 29, 2025
BUY
$570.51 - $610.59 $745,086 - $797,430
1,306 New
1,306 $769 Million

Others Institutions Holding IVV

# of Institutions
3,982
Shares Held
800M
Call Options Held
5.37M
Put Options Held
2M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email