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

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025

A detailed history of Horizon Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 1,725 shares of IVV stock, worth $1.16 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,725
Previous 70,932 97.57%
Holding current value
$1.16 Million
Previous $44 Million 97.38%
% of portfolio
0.21%
Previous 8.37%

Shares

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

Nov 06, 2025
SELL
$620.67 - $670.08 $43 Million - $46.4 Million
-69,207 Reduced 97.57%
1,725 $1.15 Million
Q2 2025

Aug 04, 2025
BUY
$498.8 - $620.9 $34.5 Million - $43 Million
69,229 Added 4065.12%
70,932 $44 Million
Q1 2025

Apr 11, 2025
BUY
$554.06 - $615.85 $554 - $615
1 Added 0.06%
1,703 $950,000
Q4 2024

Jan 13, 2025
BUY
$570.51 - $610.59 $971,008 - $1.04 Million
1,702 New
1,702 $1 Million
Q2 2022

Aug 02, 2022
SELL
$366.99 - $458.8 $750,494 - $938,246
-2,045 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$418.06 - $479.84 $854,932 - $981,272
2,045 New
2,045 $928,000

Others Institutions Holding IVV

# of Institutions
4,137
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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