Sequent Planning LLC Ishares Core S&P 500 ETF Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,208 shares of IVV stock, worth $815,774. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,208

Previous 1,486 18.71%

Holding current value

$815,774

Previous $923 Million 12.4%

% of portfolio

0.23%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $172,546 - $186,282	-278 Reduced 18.71%	1,208 $809 Million
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $1,995 - $2,483	-4 Reduced 0.27%	1,486 $923 Million
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $74,798 - $83,139	-135 Reduced 8.31%	1,490 $837 Million
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $77,589 - $83,040	136 Added 9.13%	1,625 $956 Million
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $49,417 - $54,797	-95 Reduced 6.0%	1,489 $859 Million

Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $8,458 - $9,343	17 Added 1.08%	1,584 $868 Million
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $735,800 - $823,818	1,567 New	1,567 $824 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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Sequent Planning LLC Ishares Core S&P 500 ETF Transaction History