A detailed history of Cahill Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 123,635 shares of IVV stock, worth $73.4 Million. This represents 36.81% of its overall portfolio holdings.

Number of Shares
123,635
Previous 123,267 0.3%
Holding current value
$73.4 Million
Previous $67.5 Million 5.72%
% of portfolio
36.81%
Previous 40.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$520.18 - $576.82 $191,426 - $212,269
368 Added 0.3%
123,635 $71.3 Million
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $390,063 - $430,917
-784 Reduced 0.63%
123,267 $67.5 Million
Q1 2024

May 10, 2024

SELL
$469.56 - $525.73 $76,068 - $85,168
-162 Reduced 0.13%
124,051 $65.2 Million
Q4 2023

Jan 29, 2024

BUY
$412.55 - $479.0 $546,216 - $634,196
1,324 Added 1.08%
124,213 $59.3 Million
Q3 2023

Oct 31, 2023

BUY
$427.76 - $460.18 $636,934 - $685,208
1,489 Added 1.23%
122,889 $52.8 Million
Q2 2023

Aug 11, 2023

SELL
$406.17 - $445.71 $461,409 - $506,326
-1,136 Reduced 0.93%
121,400 $54.1 Million
Q1 2023

May 08, 2023

SELL
$381.13 - $418.66 $271,745 - $298,504
-713 Reduced 0.58%
122,536 $50.4 Million
Q4 2022

Feb 14, 2023

SELL
$357.98 - $409.32 $2.76 Million - $3.16 Million
-7,716 Reduced 5.89%
123,249 $47.4 Million
Q3 2022

Nov 10, 2022

SELL
$358.65 - $432.04 $1.09 Million - $1.31 Million
-3,030 Reduced 2.26%
130,965 $47 Million
Q2 2022

Aug 15, 2022

BUY
$366.99 - $458.8 $930,319 - $1.16 Million
2,535 Added 1.93%
133,995 $50.8 Million
Q1 2022

May 10, 2022

BUY
$418.06 - $479.84 $55 Million - $63.1 Million
131,460 New
131,460 $59.6 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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