Monument Group Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Monument Group Wealth Advisors, LLC

$170 Billion
Q3 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 987 shares of IVV stock, worth $666,530. This represents 0.39% of its overall portfolio holdings.

Number of Shares

987

Previous 987 -0.0%

Holding current value

$666,530

Previous $613 Million 7.8%

% of portfolio

0.39%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$498.8 - $620.9 $997 - $1,241	2 Added 0.2%	987 $613 Million
Q1 2025 Apr 24, 2025	BUY	$554.06 - $615.85 $6,094 - $6,774	11 Added 1.13%	985 $554 Million
Q4 2024 Jan 15, 2025	BUY	$570.51 - $610.59 $1,141 - $1,221	2 Added 0.21%	974 $574 Million
Q3 2024 Oct 18, 2024	BUY	$520.18 - $576.82 $34,852 - $38,646	67 Added 7.4%	972 $561 Million
Q2 2024 Aug 06, 2024	BUY	$497.53 - $549.64 $159,707 - $176,434	321 Added 54.97%	905 $495 Million

Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $10,330 - $11,566	-22 Reduced 3.63%	584 $307 Million
Q4 2023 Feb 01, 2024	BUY	$412.55 - $479.0 $250,005 - $290,274	606 New	606 $290 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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Monument Group Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History