Barnes Wealth Management Group, Inc Ishares Core S&P 500 ETF Transaction History

Barnes Wealth Management Group, Inc

$182 Billion
Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 11,806 shares of IVV stock, worth $7.97 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

11,806

Previous 11,510 2.57%

Holding current value

$7.97 Million

Previous $7.15 Billion 10.57%

% of portfolio

4.35%

Previous 4.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$620.67 - $670.08 $183,718 - $198,343	296 Added 2.57%	11,806 $7.9 Billion
Q2 2025 Aug 27, 2025	SELL	$498.8 - $620.9 $3.18 Million - $3.96 Million	-6,379 Reduced 35.66%	11,510 $7.15 Billion
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $509,735 - $566,582	-920 Reduced 4.89%	17,889 $10.1 Billion
Q4 2024 May 12, 2025	BUY	$570.51 - $610.59 $10.7 Million - $11.5 Million	18,809 New	18,809 $11.1 Billion

Others Institutions Holding IVV

# of Institutions

4,129

Shares Held

788M

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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Barnes Wealth Management Group, Inc Ishares Core S&P 500 ETF Transaction History