Cjm Wealth Advisers, Ltd. Ishares Core S&P 500 ETF Transaction History

Cjm Wealth Advisers, Ltd.

  • $300 Billion
  • Q2 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 403 shares of IVV stock, worth $258,020. This represents 0.08% of its overall portfolio holdings.

Number of Shares
403
Previous 409 1.47%
Holding current value
$258,020
Previous $230 Million 8.67%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 14, 2025
SELL
$498.8 - $620.9 $2,992 - $3,725
-6 Reduced 1.47%
403 $250 Million
Q3 2024

Oct 03, 2024
BUY
$520.18 - $576.82 $5,721 - $6,345
11 Added 2.76%
409 $236 Million
Q1 2024

Apr 08, 2024
BUY
$469.56 - $525.73 $186,884 - $209,240
398 New
398 $209 Million

Others Institutions Holding IVV

# of Institutions
3,982
Shares Held
800M
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
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