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

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025

A detailed history of Baron Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 1,419 shares of IVV stock, worth $958,264. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,419
Previous 346 310.12%
Holding current value
$958,264
Previous $232 Million 319.84%
% of portfolio
0.3%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$656.2 - $690.71 $704,102 - $741,131
1,073 Added 310.12%
1,419 $972 Million
Q2 2025

Jul 09, 2025
BUY
$498.8 - $620.9 $172,584 - $214,831
346 New
346 $215 Million
Q4 2024

Jan 23, 2025
BUY
$570.51 - $610.59 $196,255 - $210,042
344 New
344 $202 Million

Others Institutions Holding IVV

# of Institutions
4,157
Shares Held
795M
Call Options Held
3.41M
Put Options Held
2.27M
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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