Summit Wealth Group LLC / CO Ishares Core S&P 500 ETF Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 5,790 shares of IVV stock, worth $3.93 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
5,790
Holding current value
$3.93 Million
% of portfolio
0.9%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$498.8 - $620.9 $2.89 Million - $3.6 Million
5,790 New
5,790 $3.6 Billion

Others Institutions Holding IVV

# of Institutions
4,081
Shares Held
749M
Call Options Held
4.19M
Put Options Held
2.82M
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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