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

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 14,612 shares of IVV stock, worth $9.36 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares
14,612
Previous 11,074 31.95%
Holding current value
$9.36 Million
Previous $6.22 Billion 45.81%
% of portfolio
7.28%
Previous 5.6%

Shares

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

Aug 08, 2025
BUY
$498.8 - $620.9 $1.76 Million - $2.2 Million
3,538 Added 31.95%
14,612 $9.07 Billion
Q1 2025

Apr 29, 2025
SELL
$554.06 - $615.85 $668,196 - $742,715
-1,206 Reduced 9.82%
11,074 $6.22 Billion
Q4 2024

Feb 14, 2025
BUY
$570.51 - $610.59 $7.01 Million - $7.5 Million
12,280 New
12,280 $7.23 Billion

Others Institutions Holding IVV

# of Institutions
3,982
Shares Held
800M
Call Options Held
5.37M
Put Options Held
2M
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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