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

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 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 62,355 shares of IVV stock, worth $37.3 Million. This represents 21.37% of its overall portfolio holdings.

Number of Shares
62,355
Previous 62,264 0.15%
Holding current value
$37.3 Million
Previous $36.7 Billion 4.41%
% of portfolio
21.37%
Previous 22.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,926
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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