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

Bwm Planning, LLC

$374 Billion
Q4 2025

A detailed history of Bwm Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 15,915 shares of IVV stock, worth $10.7 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

15,915

Previous 16,028 0.71%

Holding current value

$10.7 Million

Previous $10.7 Billion 1.61%

% of portfolio

2.91%

Previous 3.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$656.2 - $690.71 $74,150 - $78,050	-113 Reduced 0.71%	15,915 $10.9 Billion
Q3 2025 Oct 31, 2025	SELL	$620.67 - $670.08 $58,342 - $62,987	-94 Reduced 0.58%	16,028 $10.7 Billion
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $807,265 - $897,293	-1,457 Reduced 8.29%	16,122 $9.06 Billion
Q4 2024 Jan 22, 2025	SELL	$570.51 - $610.59 $1.05 Million - $1.13 Million	-1,843 Reduced 9.49%	17,579 $10.3 Billion
Q3 2024 Oct 09, 2024	BUY	$520.18 - $576.82 $10.1 Million - $11.2 Million	19,422 New	19,422 $11.2 Billion

Others Institutions Holding IVV

# of Institutions

4,149

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

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