Chung Wu Investment Group, LLC Ishares Core S&P 500 ETF Transaction History

Chung Wu Investment Group, LLC

  • $95.9 Billion
  • Q2 2025

A detailed history of Chung Wu Investment Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Chung Wu Investment Group, LLC holds 15,940 shares of IVV stock, worth $10.1 Million. This represents 10.32% of its overall portfolio holdings.

Number of Shares
15,940
Previous 18,250 12.66%
Holding current value
$10.1 Million
Previous $10.3 Billion 3.49%
% of portfolio
10.32%
Previous 12.26%

Shares

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

Jul 22, 2025
SELL
$498.8 - $620.9 $1.15 Million - $1.43 Million
-2,310 Reduced 12.66%
15,940 $9.9 Billion
Q1 2025

Apr 23, 2025
SELL
$554.06 - $615.85 $239,353 - $266,047
-432 Reduced 2.31%
18,250 $10.3 Billion
Q4 2024

Feb 06, 2025
BUY
$570.51 - $610.59 $10.7 Million - $11.4 Million
18,682 New
18,682 $11 Billion

Others Institutions Holding IVV

# of Institutions
3,979
Shares Held
803M
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 Chung Wu Investment Group, LLC Portfolio

Follow Chung Wu Investment Group, 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 Chung Wu Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chung Wu Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email