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

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

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 396 shares of IVV stock, worth $238,736. This represents 0.1% of its overall portfolio holdings.

Number of Shares
396
Previous 353 12.18%
Holding current value
$238,736
Previous $203,000 14.78%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,834
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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