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

Total Wealth Planning, LLC

$744 Million
Q2 2025

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 693 shares of IVV stock, worth $468,759. This represents 0.06% of its overall portfolio holdings.

Number of Shares

693

Previous 1,088 36.31%

Holding current value

$468,759

Previous $607,000 29.16%

% of portfolio

0.06%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$498.8 - $620.9 $197,026 - $245,255	-395 Reduced 36.31%	693 $430,000
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

4,028

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