Wealth Plan Investment Management, LLC Ishares Core S&P 500 ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 39,849 shares of IVV stock, worth $26.9 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

39,849

Previous 10,363 284.53%

Holding current value

$26.9 Million

Previous $6.43 Million 314.52%

% of portfolio

1.93%

Previous 0.51%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$620.67 - $670.08 $18.3 Million - $19.8 Million	29,486 Added 284.53%	39,849 $26.7 Million
Q2 2025 Jul 28, 2025	BUY	$498.8 - $620.9 $572,622 - $712,793	1,148 Added 12.46%	10,363 $6.43 Million
Q1 2025 May 09, 2025	BUY	$554.06 - $615.85 $2.06 Million - $2.29 Million	3,723 Added 67.79%	9,215 $5.18 Million
Q4 2024 Jan 30, 2025	BUY	$570.51 - $610.59 $231,627 - $247,899	406 Added 7.98%	5,492 $3.23 Million
Q3 2024 Nov 05, 2024	BUY	$520.18 - $576.82 $1.86 Million - $2.06 Million	3,567 Added 234.83%	5,086 $2.93 Million

Q2 2024 Aug 09, 2024	BUY	$497.53 - $549.64 $1,990 - $2,198	4 Added 0.26%	1,519 $831,000
Q1 2024 May 16, 2024	SELL	$469.56 - $525.73 $19,251 - $21,554	-41 Reduced 2.63%	1,515 $796,000
Q4 2023 Jan 05, 2024	BUY	$412.55 - $479.0 $32,178 - $37,362	78 Added 5.28%	1,556 $743,000
Q3 2023 Nov 15, 2023	SELL	$427.76 - $460.18 $8.34 Million - $8.97 Million	-19,498 Reduced 92.95%	1,478 $634,000
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $8.34 Million - $8.97 Million	19,498 Added 1319.22%	20,976 $9.01 Million
Q2 2023 Aug 14, 2023	SELL	$406.17 - $445.71 $3.18 Million - $3.49 Million	-7,837 Reduced 84.13%	1,478 $658,000
Q2 2023 Jul 25, 2023	BUY	$406.17 - $445.71 $3.17 Million - $3.47 Million	7,795 Added 512.83%	9,315 $4.15 Million
Q1 2023 May 08, 2023	SELL	$381.13 - $418.66 $10.1 Million - $11.1 Million	-26,480 Reduced 94.57%	1,520 $624,000
Q4 2022 Feb 15, 2023	BUY	$357.98 - $409.32 $209,418 - $239,452	585 Added 2.13%	28,000 $10.8 Million
Q3 2022 Dec 12, 2022	BUY	$358.65 - $432.04 $2.36 Million - $2.84 Million	6,571 Added 31.52%	27,415 $10.8 Million
Q1 2022 Sep 07, 2022	BUY	$418.06 - $479.84 $8.71 Million - $10 Million	20,844 New	20,844 $8.62 Million

Others Institutions Holding IVV

# of Institutions

4,136

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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Wealth Plan Investment Management, LLC Ishares Core S&P 500 ETF Transaction History