Sequent Planning LLC Ishares Core S&P 500 ETF Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,490 shares of IVV stock, worth $831,360. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,490
Previous 1,625 8.31%
Holding current value
$831,360
Previous $956 Million 12.45%
% of portfolio
0.3%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$554.06 - $615.85 $74,798 - $83,139
-135 Reduced 8.31%
1,490 $837 Million
Q4 2024

Feb 11, 2025
BUY
$570.51 - $610.59 $77,589 - $83,040
136 Added 9.13%
1,625 $956 Million
Q3 2024

Nov 14, 2024
SELL
$520.18 - $576.82 $49,417 - $54,797
-95 Reduced 6.0%
1,489 $859 Million
Q2 2024

Aug 12, 2024
BUY
$497.53 - $549.64 $8,458 - $9,343
17 Added 1.08%
1,584 $868 Million
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $735,800 - $823,818
1,567 New
1,567 $824 Million

Others Institutions Holding IVV

# of Institutions
3,913
Shares Held
820M
Call Options Held
15.3M
Put Options Held
4M
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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