Essential Planning, Llc. Ishares Core S&P 500 ETF Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 8,882 shares of IVV stock, worth $6 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
8,882
Previous 9,287 4.36%
Holding current value
$6 Million
Previous $5.77 Billion 3.1%
% of portfolio
2.05%
Previous 2.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$620.67 - $670.08 $251,371 - $271,382
-405 Reduced 4.36%
8,882 $5.94 Billion
Q2 2025

Aug 14, 2025
SELL
$498.8 - $620.9 $44,892 - $55,881
-90 Reduced 0.96%
9,287 $5.77 Billion
Q1 2025

May 08, 2025
SELL
$554.06 - $615.85 $347 Million - $385 Million
-625,509 Reduced 98.52%
9,377 $5.27 Billion
Q4 2024

Feb 07, 2025
BUY
$570.51 - $610.59 $356 Million - $381 Million
624,731 Added 6151.95%
634,886 $374 Million
Q3 2024

Nov 07, 2024
SELL
$520.18 - $576.82 $88,430 - $98,059
-170 Reduced 1.65%
10,155 $5.86 Million
Q2 2024

Aug 14, 2024
SELL
$497.53 - $549.64 $145,278 - $160,494
-292 Reduced 2.75%
10,325 $5.65 Million
Q1 2024

May 08, 2024
SELL
$469.56 - $525.73 $4,226 - $4,731
-9 Reduced 0.08%
10,617 $5.58 Million
Q4 2023

Feb 13, 2024
SELL
$412.55 - $479.0 $108,500 - $125,977
-263 Reduced 2.42%
10,626 $5.08 Million
Q3 2023

Nov 08, 2023
BUY
$427.76 - $460.18 $17,538 - $18,867
41 Added 0.38%
10,889 $4.68 Million
Q2 2023

Aug 10, 2023
BUY
$406.17 - $445.71 $129,568 - $142,181
319 Added 3.03%
10,848 $4.84 Million
Q1 2023

May 09, 2023
BUY
$381.13 - $418.66 $150,546 - $165,370
395 Added 3.9%
10,529 $4.33 Million
Q4 2022

Feb 14, 2023
BUY
$357.98 - $409.32 $3.63 Million - $4.15 Million
10,134 New
10,134 $3.89 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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