Wr Wealth Planners, LLC Ishares Core S&P 500 ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,779 shares of IVV stock, worth $1.55 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,779
Previous 7,289 61.87%
Holding current value
$1.55 Million
Previous $4.2 Million 61.11%
% of portfolio
0.54%
Previous 1.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$570.51 - $610.59 $2.57 Million - $2.75 Million
-4,510 Reduced 61.87%
2,779 $1.64 Million
Q3 2024

Oct 17, 2024
BUY
$520.18 - $576.82 $69,704 - $77,293
134 Added 1.87%
7,289 $4.2 Million
Q2 2024

Jul 31, 2024
SELL
$497.53 - $549.64 $55,723 - $61,559
-112 Reduced 1.54%
7,155 $3.92 Million
Q1 2024

Jul 31, 2024
BUY
$469.56 - $525.73 $41,321 - $46,264
88 Added 1.23%
7,267 $3.82 Million
Q4 2023

Jul 30, 2024
BUY
$412.55 - $479.0 $2.96 Million - $3.44 Million
7,179 New
7,179 $3.43 Million
Q3 2023

Aug 01, 2024
BUY
$427.76 - $460.18 $115,067 - $123,788
269 Added 3.46%
8,035 $3.45 Billion
Q2 2023

Aug 01, 2024
BUY
$406.17 - $445.71 $248,169 - $272,328
611 Added 8.54%
7,766 $3.46 Billion
Q1 2023

Aug 01, 2024
BUY
$381.13 - $418.66 $179,131 - $196,770
470 Added 6.57%
7,625 $3.13 Billion
Q4 2022

Oct 10, 2024
BUY
$357.98 - $409.32 $41,525 - $47,481
116 Added 1.55%
7,600 $2.92 Billion
Q3 2022

Oct 10, 2024
BUY
$358.65 - $432.04 $117,995 - $142,141
329 Added 4.6%
7,484 $2.68 Billion
Q2 2022

Oct 17, 2024
SELL
$366.99 - $458.8 $10,275 - $12,846
-28 Reduced 0.37%
7,442 $2.82 Billion
Q1 2022

Oct 17, 2024
BUY
$418.06 - $479.84 $75,668 - $86,851
181 Added 2.48%
7,470 $3.39 Billion

Others Institutions Holding IVV

# of Institutions
3,914
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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