Chokshi & Queen Wealth Advisors, Inc Ishares Core S&P 500 ETF Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 65,080 shares of IVV stock, worth $41.7 Million. This represents 23.15% of its overall portfolio holdings.

Number of Shares
65,080
Previous 62,355 4.37%
Holding current value
$41.7 Million
Previous $35 Billion 15.33%
% of portfolio
23.15%
Previous 21.37%

Shares

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

Jul 30, 2025
BUY
$498.8 - $620.9 $1.36 Million - $1.69 Million
2,725 Added 4.37%
65,080 $40.4 Billion
Q1 2025

May 20, 2025
BUY
$554.06 - $615.85 $50,419 - $56,042
91 Added 0.15%
62,355 $35 Billion
Q4 2024

Feb 25, 2025
BUY
$570.51 - $610.59 $35.5 Million - $38 Million
62,264 New
62,264 $36.7 Billion

Others Institutions Holding IVV

# of Institutions
3,981
Shares Held
804M
Call Options Held
5.37M
Put Options Held
2M
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 Chokshi & Queen Wealth Advisors, Inc Portfolio

Follow Chokshi & Queen Wealth Advisors, Inc 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 Chokshi & Queen Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Chokshi & Queen Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email