Prepared Retirement Institute LLC Ishares Core S&P 500 ETF Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 2025

A detailed history of Prepared Retirement Institute LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 1,408 shares of IVV stock, worth $950,836. This represents 0.49% of its overall portfolio holdings.

Number of Shares

1,408

Previous 2,017 30.19%

Holding current value

$950,836

Previous $1.25 Billion 24.75%

% of portfolio

0.49%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$620.67 - $670.08 $377,988 - $408,078	-609 Reduced 30.19%	1,408 $942 Million
Q2 2025 Jul 17, 2025	SELL	$498.8 - $620.9 $110,234 - $137,218	-221 Reduced 9.87%	2,017 $1.25 Billion
Q1 2025 May 01, 2025	SELL	$554.06 - $615.85 $155,690 - $173,053	-281 Reduced 11.16%	2,238 $1.26 Billion
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $2,852 - $3,052	-5 Reduced 0.2%	2,519 $1.48 Billion
Q3 2024 Feb 13, 2025	BUY	$520.18 - $576.82 $7,802 - $8,652	15 Added 0.6%	2,524 $1.46 Billion

Q2 2024 Feb 13, 2025	BUY	$497.53 - $549.64 $5,970 - $6,595	12 Added 0.48%	2,509 $1.37 Billion
Q4 2023 Feb 13, 2025	BUY	$412.55 - $479.0 $1.03 Million - $1.2 Million	2,497 New	2,497 $1.19 Billion

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prepared Retirement Institute LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prepared Retirement Institute LLC with notifications on news.

Account

Prepared Retirement Institute LLC Ishares Core S&P 500 ETF Transaction History