Daner Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Daner Wealth Management, LLC holds 8,309 shares of IVV stock, worth $5.52 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
8,309
Previous 8,304 0.06%
Holding current value
$5.52 Million
Previous $5.36 Billion 99.9%
% of portfolio
3.71%
Previous 3.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$620.67 - $670.08 $3,103 - $3,350
5 Added 0.06%
8,309 $5.56 Million
Q2 2025

Aug 13, 2025
SELL
$498.8 - $620.9 $118,714 - $147,774
-238 Reduced 2.79%
8,304 $5.36 Billion
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $4.87 Million - $5.22 Million
8,542 New
8,542 $5.19 Billion

Others Institutions Holding IVV

# of Institutions
4,047
Shares Held
743M
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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