Axim Planning & Wealth Ishares Core S&P 500 ETF Transaction History

Axim Planning & Wealth

  • $113 Million
  • Q1 2025

A detailed history of Axim Planning & Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 407 shares of IVV stock, worth $227,089. This represents 0.2% of its overall portfolio holdings.

Number of Shares
407
Previous 566 28.09%
Holding current value
$227,089
Previous $333,000 31.53%
% of portfolio
0.2%
Previous 0.35%

Shares

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

May 13, 2025
SELL
$554.06 - $615.85 $88,095 - $97,920
-159 Reduced 28.09%
407 $228,000
Q4 2024

Feb 11, 2025
SELL
$570.51 - $610.59 $19,397 - $20,760
-34 Reduced 5.67%
566 $333,000
Q3 2024

Nov 05, 2024
BUY
$520.18 - $576.82 $69,704 - $77,293
134 Added 28.76%
600 $346,000
Q2 2024

Jul 29, 2024
BUY
$497.53 - $549.64 $231,848 - $256,132
466 New
466 $255,000
Q4 2023

Jan 25, 2024
BUY
$412.55 - $479.0 $211,638 - $245,727
513 New
513 $245,000
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $4,303 - $5,184
12 New
12 $4,000

Others Institutions Holding IVV

# of Institutions
3,913
Shares Held
820M
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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