Caliber Wealth Management, LLC / Ks Ishares Core S&P 500 ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 176,946 shares of IVV stock, worth $119 Million. This represents 13.2% of its overall portfolio holdings.

Number of Shares
176,946
Previous 154,664 14.41%
Holding current value
$119 Million
Previous $96 Billion 23.32%
% of portfolio
13.2%
Previous 10.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$620.67 - $670.08 $13.8 Million - $14.9 Million
22,282 Added 14.41%
176,946 $118 Billion
Q2 2025

Jul 30, 2025
BUY
$498.8 - $620.9 $11.2 Million - $14 Million
22,496 Added 17.02%
154,664 $96 Billion
Q1 2025

May 06, 2025
BUY
$554.06 - $615.85 $73.2 Million - $81.4 Million
132,168 New
132,168 $74.3 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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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