Brass Tax Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 10,104 shares of IVV stock, worth $5.92 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

10,104

Previous 10,093 0.11%

Holding current value

$5.92 Million

Previous $5.94 Billion 4.45%

% of portfolio

1.19%

Previous 1.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$554.06 - $615.85 $6,094 - $6,774	11 Added 0.11%	10,104 $5.68 Billion
Q4 2024 Apr 29, 2025	SELL	$570.51 - $610.59 $22,820 - $24,423	-40 Reduced 0.39%	10,093 $5.94 Billion
Q3 2024 Apr 29, 2025	BUY	$520.18 - $576.82 $516,018 - $572,205	992 Added 10.85%	10,133 $5.84 Billion
Q3 2024 Dec 12, 2024	SELL	$520.18 - $576.82 $63,461 - $70,372	-122 Reduced 1.32%	9,141 $5.27 Million
Q2 2024 Dec 12, 2024	BUY	$497.53 - $549.64 $3.8 Million - $4.2 Million	7,647 Added 473.21%	9,263 $5.07 Billion
Q2 2024 Aug 09, 2024	SELL	$497.53 - $549.64 $3.84 Million - $4.25 Million	-7,728 Reduced 82.71%	1,616 $884,000
Q1 2024 Jul 31, 2024	BUY	$469.56 - $525.73 $4.39 Million - $4.91 Million	9,344 New	9,344 $4.91 Billion

Others Institutions Holding IVV

# of Institutions

3,917

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Brass Tax Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History