Capital A Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 109 shares of IVV stock, worth $72,373. This represents 0.58% of its overall portfolio holdings.

Number of Shares
109
Previous 357 69.47%
Holding current value
$72,373
Previous $201 Million 74.05%
% of portfolio
0.58%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
SELL
$498.8 - $620.9 $123,702 - $153,983
-248 Reduced 69.47%
109 $52.1 Million
Q1 2025

May 02, 2025
SELL
$554.06 - $615.85 $65,933 - $73,286
-119 Reduced 25.0%
357 $201 Million
Q4 2024

Feb 26, 2025
BUY
$570.51 - $610.59 $271,562 - $290,640
476 New
476 $280 Million

Others Institutions Holding IVV

# of Institutions
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email