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 $1.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,779

Previous 7,289 61.87%

Holding current value

$1.7 Million

Previous $4.2 Million 61.11%

% of portfolio

0.54%

Previous 1.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,809

Shares Held

760M

Call Options Held

1.98M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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