Latko Wealth Management, Ltd. Ishares Core S&P 500 ETF Transaction History

Latko Wealth Management, Ltd.

  • $197 Million
  • Q3 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 74,284 shares of IVV stock, worth $50.2 Million. This represents 25.21% of its overall portfolio holdings.

Number of Shares
74,284
Previous 75,656 1.81%
Holding current value
$50.2 Million
Previous $47 Million 5.84%
% of portfolio
25.21%
Previous 26.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$620.67 - $670.08 $851,559 - $919,349
-1,372 Reduced 1.81%
74,284 $49.7 Million
Q2 2025

Aug 07, 2025
BUY
$498.8 - $620.9 $1.45 Million - $1.8 Million
2,900 Added 3.99%
75,656 $47 Million
Q1 2025

Apr 15, 2025
SELL
$554.06 - $615.85 $1.27 Million - $1.41 Million
-2,296 Reduced 3.06%
72,756 $40.9 Million
Q4 2024

Jan 30, 2025
BUY
$570.51 - $610.59 $389,658 - $417,032
683 Added 0.92%
75,052 $44.2 Million
Q3 2024

Oct 29, 2024
BUY
$520.18 - $576.82 $38.7 Million - $42.9 Million
74,369 New
74,369 $42.9 Million

About ISHARES CORE S&P 500 ETF

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