Leading Edge Financial Planning LLC Ishares Core S&P 500 ETF Transaction History

Leading Edge Financial Planning LLC

$398 Billion
Q3 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 611 shares of IVV stock, worth $412,614. This represents 0.1% of its overall portfolio holdings.

Number of Shares

611

Previous 669 8.67%

Holding current value

$412,614

Previous $416 Million 1.53%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $35,998 - $38,864	-58 Reduced 8.67%	611 $409 Million
Q2 2025 Jul 15, 2025	BUY	$498.8 - $620.9 $34,916 - $43,463	70 Added 11.69%	669 $416 Million
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $103,832 - $111,127	182 Added 43.65%	599 $353 Million
Q3 2024 Oct 23, 2024	BUY	$520.18 - $576.82 $18,206 - $20,188	35 Added 9.16%	417 $241 Million
Q1 2024 May 03, 2024	SELL	$469.56 - $525.73 $39,912 - $44,687	-85 Reduced 18.2%	382 $201 Million

Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $192,660 - $223,693	467 New	467 $223 Million
Q4 2022 Mar 02, 2023	BUY	$357.98 - $409.32 $322,897 - $369,206	902 New	902 $346 Million

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Leading Edge Financial Planning LLC Ishares Core S&P 500 ETF Transaction History