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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,288 shares of IVV stock, worth $1.46 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,288
Previous 2,762 17.16%
Holding current value
$1.46 Million
Previous $1.61 Billion 20.9%
% of portfolio
0.09%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$554.06 - $615.85 $262,624 - $291,912
-474 Reduced 17.16%
2,288 $1.27 Billion
Q4 2024

Jan 16, 2025
BUY
$570.51 - $610.59 $148,332 - $158,753
260 Added 10.39%
2,762 $1.61 Billion
Q3 2024

Oct 25, 2024
SELL
$520.18 - $576.82 $118,601 - $131,514
-228 Reduced 8.35%
2,502 $1.45 Billion
Q2 2024

Aug 08, 2024
BUY
$497.53 - $549.64 $1.36 Million - $1.5 Million
2,730 New
2,730 $1.42 Billion

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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