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

Apex Wealth Management, LLC

$111 Billion
Q1 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 11,074 shares of IVV stock, worth $6.18 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

11,074

Previous 12,280 9.82%

Holding current value

$6.18 Million

Previous $7.23 Billion 13.93%

% of portfolio

5.6%

Previous 6.24%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

3,903

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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