Fourth Dimension Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 593 shares of IVV stock, worth $400,458. This represents 0.15% of its overall portfolio holdings.

Number of Shares
593
Previous 618 4.05%
Holding current value
$400,458
Previous $384 Million 3.43%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 04, 2025
SELL
$620.67 - $670.08 $15,516 - $16,752
-25 Reduced 4.05%
593 $397 Million
Q1 2025

Apr 23, 2025
BUY
$554.06 - $615.85 $54,297 - $60,353
98 Added 18.85%
618 $347 Million
Q4 2024

Feb 18, 2025
BUY
$570.51 - $610.59 $296,665 - $317,506
520 New
520 $306 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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