Forbes Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Forbes Financial Planning, Inc.

$142 Million
Q3 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 21,817 shares of IVV stock, worth $14.7 Million. This represents 10.31% of its overall portfolio holdings.

Number of Shares

21,817

Previous 21,408 1.91%

Holding current value

$14.7 Million

Previous $13.3 Million 9.86%

% of portfolio

10.31%

Previous 9.48%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$620.67 - $670.08 $253,854 - $274,062	409 Added 1.91%	21,817 $14.6 Million
Q2 2025 Aug 06, 2025	BUY	$498.8 - $620.9 $3.73 Million - $4.64 Million	7,481 Added 53.72%	21,408 $13.3 Million
Q1 2025 May 08, 2025	SELL	$554.06 - $615.85 $75,906 - $84,371	-137 Reduced 0.97%	13,927 $7.83 Million
Q4 2024 Feb 10, 2025	SELL	$570.51 - $610.59 $3.61 Million - $3.86 Million	-6,329 Reduced 31.04%	14,064 $8.28 Million
Q3 2024 Oct 29, 2024	BUY	$520.18 - $576.82 $28,609 - $31,725	55 Added 0.27%	20,393 $11.8 Million

Q2 2024 Jul 25, 2024	SELL	$497.53 - $549.64 $191,051 - $211,061	-384 Reduced 1.85%	20,338 $11.1 Million
Q1 2024 Apr 29, 2024	SELL	$469.56 - $525.73 $271,405 - $303,871	-578 Reduced 2.71%	20,722 $10.9 Million
Q4 2023 Feb 13, 2024	SELL	$412.55 - $479.0 $65,595 - $76,161	-159 Reduced 0.74%	21,300 $10.2 Million
Q3 2023 Nov 07, 2023	SELL	$427.76 - $460.18 $30,370 - $32,672	-71 Reduced 0.33%	21,459 $9.22 Million
Q2 2023 Aug 08, 2023	SELL	$406.17 - $445.71 $30,868 - $33,873	-76 Reduced 0.35%	21,530 $9.6 Million
Q1 2023 May 04, 2023	BUY	$381.13 - $418.66 $241,636 - $265,430	634 Added 3.02%	21,606 $8.88 Million
Q3 2022 Oct 21, 2022	BUY	$358.65 - $432.04 $300,190 - $361,617	837 Added 4.16%	20,972 $7.52 Million
Q2 2022 Aug 15, 2022	SELL	$366.99 - $458.8 $24,588 - $30,739	-67 Reduced 0.33%	20,135 $7.65 Million
Q1 2022 May 13, 2022	BUY	$418.06 - $479.84 $149,665 - $171,782	358 Added 1.8%	20,202 $9.16 Million
Q4 2021 Feb 18, 2022	BUY	$430.29 - $479.53 $8.54 Million - $9.52 Million	19,844 New	19,844 $9.43 Million

Others Institutions Holding IVV

# of Institutions

4,163

Shares Held

795M

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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Forbes Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History