Valtinson Bruner Financial Planning LLC Ishares Core S&P 500 ETF Transaction History

Valtinson Bruner Financial Planning LLC

$272 Million
Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 401 shares of IVV stock, worth $270,799. This represents 0.1% of its overall portfolio holdings.

Number of Shares

401

Previous 647 38.02%

Holding current value

$270,799

Previous $401,000 33.17%

% of portfolio

0.1%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$620.67 - $670.08 $152,684 - $164,839	-246 Reduced 38.02%	401 $268,000
Q2 2025 Aug 06, 2025	BUY	$498.8 - $620.9 $124,700 - $155,225	250 Added 62.97%	647 $401,000
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $554 - $615	1 Added 0.25%	397 $223,000
Q4 2024 Feb 10, 2025	BUY	$570.51 - $610.59 $24,531 - $26,255	43 Added 12.18%	396 $233,000
Q3 2024 Nov 05, 2024	BUY	$520.18 - $576.82 $183,623 - $203,617	353 New	353 $203,000

Q1 2022 Apr 15, 2022	SELL	$418.06 - $479.84 $176,421 - $202,492	-422 Closed	0 $0
Q4 2021 Jan 18, 2022	SELL	$430.29 - $479.53 $12,048 - $13,426	-28 Reduced 6.22%	422 $201,000
Q3 2021 Oct 21, 2021	BUY	$426.8 - $455.27 $192,060 - $204,871	450 New	450 $204,000

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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Valtinson Bruner Financial Planning LLC Ishares Core S&P 500 ETF Transaction History