Aegis Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 24,651 shares of IVV stock, worth $14.6 Million. This represents 8.14% of its overall portfolio holdings.

Number of Shares
24,651
Previous 28,079 12.21%
Holding current value
$14.6 Million
Previous $16.5 Billion 16.2%
% of portfolio
8.14%
Previous 11.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$554.06 - $615.85 $1.9 Million - $2.11 Million
-3,428 Reduced 12.21%
24,651 $13.9 Billion
Q4 2024

Mar 07, 2025
BUY
$570.51 - $610.59 $16 Million - $17.1 Million
28,079 New
28,079 $16.5 Billion

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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