Vertex Planning Partners, LLC Ishares Core S&P 500 ETF Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,832 shares of IVV stock, worth $5.96 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

8,832

Previous 8,882 0.56%

Holding current value

$5.96 Million

Previous $5.52 Billion 7.18%

% of portfolio

1.13%

Previous 1.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	SELL	$620.67 - $670.08 $31,033 - $33,504	-50 Reduced 0.56%	8,832 $5.91 Billion
Q2 2025 Aug 13, 2025	SELL	$498.8 - $620.9 $429,965 - $535,215	-862 Reduced 8.85%	8,882 $5.52 Billion
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $54,851 - $60,969	99 Added 1.03%	9,744 $5.48 Billion
Q4 2024 Feb 12, 2025	SELL	$570.51 - $610.59 $24.8 Million - $26.5 Million	-43,405 Reduced 81.82%	9,645 $5.68 Billion
Q3 2024 Nov 07, 2024	SELL	$520.18 - $576.82 $157,614 - $174,776	-303 Reduced 0.57%	53,050 $30.6 Billion

Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $126,870 - $140,158	255 Added 0.48%	53,353 $29.2 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $280,796 - $314,386	598 Added 1.14%	53,098 $27.9 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $1.66 Million - $1.93 Million	4,027 Added 8.31%	52,500 $25.1 Billion
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $162,976 - $175,328	-381 Reduced 0.78%	48,473 $20.8 Billion
Q2 2023 Aug 14, 2023	SELL	$406.17 - $445.71 $515,835 - $566,051	-1,270 Reduced 2.53%	48,854 $21.8 Billion
Q1 2023 May 16, 2023	SELL	$381.13 - $418.66 $293,470 - $322,368	-770 Reduced 1.51%	50,124 $20.6 Billion
Q4 2022 Feb 06, 2023	BUY	$357.98 - $409.32 $18.2 Million - $20.8 Million	50,894 New	50,894 $19.6 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Core S&P 500 ETF Transaction History