Dynamic Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67 shares of IVV stock, worth $45,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares
67
Previous 67 -0.0%
Holding current value
$45,245
Previous $41,000 7.32%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 12, 2025
BUY
$554.06 - $615.85 $37,122 - $41,261
67 New
67 $37,000
Q4 2023

Feb 13, 2024
BUY
$412.55 - $479.0 $27,640 - $32,093
67 New
67 $32 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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