Life Plan Investment Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Life Plan Investment Advisors, Inc.

$156 Billion
Q3 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 11,479 shares of IVV stock, worth $6.94 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

11,479

Previous 11,211 2.39%

Holding current value

$6.94 Million

Previous $6.13 Billion 7.93%

% of portfolio

4.23%

Previous 4.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 21, 2025	BUY	$520.18 - $576.82 $139,408 - $154,587	268 Added 2.39%	11,479 $6.62 Billion
Q2 2024 Jan 21, 2025	SELL	$497.53 - $549.64 $63,186 - $69,804	-127 Reduced 1.12%	11,211 $6.13 Billion
Q1 2024 Jan 21, 2025	SELL	$469.56 - $525.73 $1.07 Million - $1.2 Million	-2,275 Reduced 16.71%	11,338 $5.96 Billion
Q4 2023 Jan 21, 2025	BUY	$412.55 - $479.0 $1.11 Million - $1.29 Million	2,689 Added 24.62%	13,613 $6.5 Billion
Q3 2023 Jan 21, 2025	BUY	$427.76 - $460.18 $2.03 Million - $2.19 Million	4,750 Added 76.94%	10,924 $4.69 Billion
Q2 2023 Jan 21, 2025	BUY	$406.17 - $445.71 $2.51 Million - $2.75 Million	6,174 New	6,174 $2.75 Billion

Others Institutions Holding IVV

# of Institutions

3,569

Shares Held

696M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Account

Life Plan Investment Advisors, Inc. Ishares Core S&P 500 ETF Transaction History