Bank Plus Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 74,563 shares of IVV stock, worth $50.4 Million. This represents 29.4% of its overall portfolio holdings.

Number of Shares
74,563
Previous 73,049 2.07%
Holding current value
$50.4 Million
Previous $45.4 Billion 10.04%
% of portfolio
29.4%
Previous 30.09%

Shares

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

Oct 30, 2025
BUY
$620.67 - $670.08 $939,694 - $1.01 Million
1,514 Added 2.07%
74,563 $49.9 Billion
Q2 2025

Jul 16, 2025
SELL
$498.8 - $620.9 $1.12 Million - $1.39 Million
-2,240 Reduced 2.98%
73,049 $45.4 Billion
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $9.55 Million - $10.6 Million
17,244 Added 29.71%
75,289 $42.3 Billion
Q4 2024

Jan 22, 2025
BUY
$570.51 - $610.59 $33.1 Million - $35.4 Million
58,045 New
58,045 $34.2 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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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