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

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,088 shares of IVV stock, worth $653,082. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,088
Previous 1,088 -0.0%
Holding current value
$653,082
Previous $627,000 2.07%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$520.18 - $576.82 $39,533 - $43,838
-76 Reduced 6.53%
1,088 $627,000
Q2 2024

Aug 02, 2024
SELL
$497.53 - $549.64 $408,969 - $451,804
-822 Reduced 41.39%
1,164 $636,000
Q1 2024

Apr 18, 2024
BUY
$469.56 - $525.73 $76,068 - $85,168
162 Added 8.88%
1,986 $1.04 Million
Q4 2023

Feb 05, 2024
BUY
$412.55 - $479.0 $136,141 - $158,070
330 Added 22.09%
1,824 $871,000
Q3 2023

Nov 08, 2023
BUY
$427.76 - $460.18 $639,073 - $687,508
1,494 New
1,494 $641,000

Others Institutions Holding IVV

# of Institutions
3,486
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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