Gerber Kawasaki Wealth & Investment Management Ishares Core S&P 500 ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 40,288 shares of IVV stock, worth $25.8 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

40,288

Previous 39,928 0.9%

Holding current value

$25.8 Million

Previous $23.5 Million 3.69%

% of portfolio

1.03%

Previous 1.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $199,461 - $221,706	360 Added 0.9%	40,288 $22.6 Million
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $1.6 Million - $1.72 Million	2,813 Added 7.58%	39,928 $23.5 Million
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $1.62 Million - $1.79 Million	3,109 Added 9.14%	37,115 $21.4 Million
Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $1.33 Million - $1.47 Million	2,677 Added 8.54%	34,006 $18.6 Million
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $919,398 - $1.03 Million	1,958 Added 6.67%	31,329 $16.5 Million
Q4 2023 Feb 12, 2024	BUY	$412.55 - $479.0 $3.59 Million - $4.16 Million	8,691 Added 42.03%	29,371 $14 Million
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $1.07 Million - $1.15 Million	2,501 Added 13.76%	20,680 $8.88 Million
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $1.08 Million - $1.18 Million	2,649 Added 17.06%	18,179 $8.1 Million
Q1 2023 May 15, 2023	BUY	$381.13 - $418.66 $65,935 - $72,428	173 Added 1.13%	15,530 $6.38 Million
Q4 2022 Feb 08, 2023	BUY	$357.98 - $409.32 $114,195 - $130,573	319 Added 2.12%	15,357 $5.9 Million
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $231,687 - $279,097	-646 Reduced 4.12%	15,038 $5.39 Million
Q2 2022 Aug 04, 2022	BUY	$366.99 - $458.8 $1.35 Million - $1.69 Million	3,676 Added 30.61%	15,684 $5.95 Million
Q1 2022 May 12, 2022	SELL	$418.06 - $479.84 $60,618 - $69,576	-145 Reduced 1.19%	12,008 $5.45 Million
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $5.2 Million - $5.8 Million	12,086 Added 18038.81%	12,153 $5.04 Million
Q3 2021 Nov 15, 2021	SELL	$426.8 - $455.27 $2.85 Million - $3.04 Million	-6,678 Reduced 99.01%	67 $67,000
Q2 2021 Aug 11, 2021	SELL	$402.08 - $429.92 $30,960 - $33,103	-77 Reduced 1.13%	6,745 $2.9 Million
Q1 2021 May 07, 2021	SELL	$370.22 - $398.75 $173,633 - $187,013	-469 Reduced 6.43%	6,822 $2.71 Million
Q4 2020 Feb 09, 2021	BUY	$327.62 - $375.39 $2.39 Million - $2.74 Million	7,291 New	7,291 $2.74 Million
Q3 2020 Nov 02, 2020	SELL	$311.81 - $359.24 $2.36 Million - $2.72 Million	-7,558 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$246.8 - $324.4 $214,716 - $282,228	-870 Reduced 10.32%	7,558 $2.34 Million
Q1 2020 May 05, 2020	SELL	$224.65 - $339.88 $352,251 - $532,931	-1,568 Reduced 15.69%	8,428 $2.18 Million
Q4 2019 Feb 06, 2020	BUY	$289.63 - $324.32 $216,932 - $242,915	749 Added 8.1%	9,996 $3.23 Million
Q3 2019 Nov 07, 2019	BUY	$285.57 - $303.77 $254,442 - $270,659	891 Added 10.66%	9,247 $2.76 Million
Q2 2019 Aug 09, 2019	SELL	$276.38 - $296.02 $96,180 - $103,014	-348 Reduced 4.0%	8,356 $2.46 Million
Q1 2019 May 07, 2019	SELL	$245.43 - $286.57 $220,887 - $257,913	-900 Reduced 9.37%	8,704 $2.48 Million
Q4 2018 Feb 08, 2019	BUY	$236.09 - $293.95 $1.66 Million - $2.07 Million	7,039 Added 274.42%	9,604 $2.42 Million
Q3 2018 Nov 06, 2018	BUY	$272.73 - $295.76 $699,552 - $758,624	2,565 New	2,565 $753,000
Q2 2018 Aug 03, 2018	SELL	$259.21 - $280.89 $620,548 - $672,450	-2,394 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$259.62 - $288.66 $123,319 - $137,113	475 Added 24.75%	2,394 $635,000
Q4 2017 Feb 06, 2018	SELL	$253.97 - $271.47 $33,524 - $35,834	-132 Reduced 6.44%	1,919 $515,000
Q3 2017 Nov 13, 2017	SELL	$246.18 - $253.1 $45,297 - $46,570	-184 Reduced 8.23%	2,051 $524,000
Q2 2017 Aug 09, 2017	BUY	N/A	2,235	2,235 $545,000

Others Institutions Holding IVV

# of Institutions

4,001

Shares Held

792M

Call Options Held

5.37M

Put Options Held

2.01M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Gerber Kawasaki Wealth & Investment Management Ishares Core S&P 500 ETF Transaction History