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

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 9,307 shares of IVV stock, worth $6.29 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

9,307

Previous 9,487 1.9%

Holding current value

$6.29 Million

Previous $5.89 Billion 5.75%

% of portfolio

1.64%

Previous 1.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$620.67 - $670.08 $111,720 - $120,614	-180 Reduced 1.9%	9,307 $6.23 Billion
Q2 2025 Jul 28, 2025	BUY	$498.8 - $620.9 $1.35 Million - $1.69 Million	2,715 Added 40.09%	9,487 $5.89 Billion
Q1 2025 Apr 23, 2025	BUY	$554.06 - $615.85 $32,689 - $36,335	59 Added 0.88%	6,772 $3.81 Billion
Q4 2024 Jan 24, 2025	SELL	$570.51 - $610.59 $134,640 - $144,099	-236 Reduced 3.4%	6,713 $3.95 Billion
Q3 2024 Nov 01, 2024	BUY	$520.18 - $576.82 $599,247 - $664,496	1,152 Added 19.87%	6,949 $4.01 Billion

Q1 2024 May 01, 2024	BUY	$469.56 - $525.73 $443,264 - $496,289	944 Added 19.45%	5,797 $3.05 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $2 Million - $2.32 Million	4,853 New	4,853 $2.32 Billion

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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