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 37,115 shares of IVV stock, worth $22 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
37,115
Previous 34,006 9.14%
Holding current value
$22 Million
Previous $18.6 Million 15.04%
% of portfolio
0.99%
Previous 0.94%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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