Atlantic Family Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Atlantic Family Wealth, LLC

  • $115 Billion
  • Q2 2025

A detailed history of Atlantic Family Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 50,875 shares of IVV stock, worth $33.8 Million. This represents 27.48% of its overall portfolio holdings.

Number of Shares
50,875
Previous 50,412 0.92%
Holding current value
$33.8 Million
Previous $28.3 Billion 11.51%
% of portfolio
27.48%
Previous 26.05%

Shares

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

Aug 12, 2025
BUY
$498.8 - $620.9 $230,944 - $287,476
463 Added 0.92%
50,875 $31.6 Billion
Q1 2025

May 07, 2025
BUY
$554.06 - $615.85 $1.14 Million - $1.26 Million
2,050 Added 4.24%
50,412 $28.3 Billion
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $27.6 Million - $29.5 Million
48,362 New
48,362 $28.5 Billion

Others Institutions Holding IVV

# of Institutions
4,040
Shares Held
744M
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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