Balanced Wealth Group LLC Ishares Core S&P 500 ETF Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 1,927 shares of IVV stock, worth $1.3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,927

Previous 1,912 0.78%

Holding current value

$1.3 Million

Previous $1.21 Billion 1.47%

% of portfolio

0.53%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$620.67 - $670.08 $9,310 - $10,051	15 Added 0.78%	1,927 $1.2 Billion
Q2 2025 Aug 13, 2025	SELL	$498.8 - $620.9 $29,429 - $36,633	-59 Reduced 2.99%	1,912 $1.21 Billion
Q1 2025 Apr 15, 2025	SELL	$554.06 - $615.85 $36,013 - $40,030	-65 Reduced 3.19%	1,971 $1.11 Billion
Q4 2024 Feb 10, 2025	SELL	$570.51 - $610.59 $12,551 - $13,432	-22 Reduced 1.07%	2,036 $1.23 Billion
Q3 2024 Oct 28, 2024	SELL	$520.18 - $576.82 $308,986 - $342,631	-594 Reduced 22.4%	2,058 $1.19 Billion

Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $41,294 - $45,620	-83 Reduced 3.03%	2,652 $1.45 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $123,963 - $138,792	264 Added 10.68%	2,735 $1.43 Billion
Q4 2023 Feb 06, 2024	BUY	$412.55 - $479.0 $1.02 Million - $1.18 Million	2,471 New	2,471 $1.18 Billion

Others Institutions Holding IVV

# of Institutions

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Balanced Wealth Group LLC Ishares Core S&P 500 ETF Transaction History