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

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 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 4,553 shares of IVV stock, worth $3.07 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,553

Previous 2,244 102.9%

Holding current value

$3.07 Million

Previous $1.45 Billion 115.7%

% of portfolio

0.18%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$620.67 - $670.08 $1.43 Million - $1.55 Million	2,309 Added 102.9%	4,553 $3.13 Billion
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $21,947 - $27,319	-44 Reduced 1.92%	2,244 $1.45 Billion
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

4,132

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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