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 $43.8 Million. This represents 23.15% of its overall portfolio holdings.

Number of Shares
65,080
Previous 62,355 4.37%
Holding current value
$43.8 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
4,027
Shares Held
744M
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
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