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

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 25,253 shares of IVV stock, worth $17.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

25,253

Previous 25,611 1.4%

Holding current value

$17.1 Million

Previous $15.9 Million 6.29%

% of portfolio

0.37%

Previous 0.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$620.67 - $670.08 $222,199 - $239,888	-358 Reduced 1.4%	25,253 $16.9 Million
Q2 2025 Jul 28, 2025	BUY	$498.8 - $620.9 $921,782 - $1.15 Million	1,848 Added 7.78%	25,611 $15.9 Million
Q1 2025 Apr 30, 2025	SELL	$554.06 - $615.85 $1.82 Million - $2.02 Million	-3,279 Reduced 12.13%	23,763 $13.4 Million
Q4 2024 Feb 10, 2025	SELL	$570.51 - $610.59 $3.79 Million - $4.05 Million	-6,636 Reduced 19.7%	27,042 $15.9 Million
Q3 2024 Nov 04, 2024	BUY	$520.18 - $576.82 $1.07 Million - $1.19 Million	2,057 Added 6.51%	33,678 $19.4 Million
Q2 2024 Aug 09, 2024	BUY	$497.53 - $549.64 $1.99 Million - $2.2 Million	3,997 Added 14.47%	31,621 $17.3 Million
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $53,060 - $59,407	-113 Reduced 0.41%	27,624 $14.5 Million
Q4 2023 Feb 06, 2024	BUY	$412.55 - $479.0 $507,023 - $588,691	1,229 Added 4.64%	27,737 $13.2 Million
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $3.86 Million - $4.15 Million	9,016 Added 51.54%	26,508 $11.4 Million
Q2 2023 Aug 08, 2023	SELL	$406.17 - $445.71 $897,635 - $985,019	-2,210 Reduced 11.22%	17,492 $7.8 Million
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $811,044 - $890,908	2,128 Added 12.11%	19,702 $8.1 Million
Q4 2022 Feb 16, 2023	SELL	$357.98 - $409.32 $62,646 - $71,631	-175 Reduced 0.99%	17,574 $6.75 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $833,735 - $953,306	2,329 Added 15.1%	17,749 $6.82 Million
Q3 2022 Nov 14, 2022	BUY	$358.65 - $432.04 $112,974 - $136,092	315 Added 2.09%	15,420 $5.53 Million
Q2 2022 Aug 11, 2022	BUY	$366.99 - $458.8 $1.18 Million - $1.47 Million	3,207 Added 26.95%	15,105 $5.73 Million
Q1 2022 Aug 11, 2022	SELL	$418.06 - $479.84 $363,294 - $416,980	-869 Reduced 6.81%	11,898 $5.4 Million
Q4 2021 Aug 11, 2022	BUY	$430.29 - $479.53 $5.49 Million - $6.12 Million	12,767 New	12,767 $6.09 Million

Others Institutions Holding IVV

# of Institutions

4,124

Shares Held

773M

Call Options Held

4.23M

Put Options Held

2.75M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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