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

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 1,382 shares of IVV stock, worth $827,721. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,382
Previous 1,292 6.97%
Holding current value
$827,721
Previous $761 Million 2.1%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Apr 10, 2025
BUY
$554.06 - $615.85 $49,865 - $55,426
90 Added 6.97%
1,382 $777 Million
Q4 2024

Jan 23, 2025
BUY
$570.51 - $610.59 $20,538 - $21,981
36 Added 2.87%
1,292 $761 Million
Q3 2024

Oct 11, 2024
BUY
$520.18 - $576.82 $59,300 - $65,757
114 Added 9.98%
1,256 $724 Million
Q2 2024

Aug 05, 2024
BUY
$497.53 - $549.64 $29,354 - $32,428
59 Added 5.45%
1,142 $625 Million
Q1 2024

Apr 18, 2024
SELL
$469.56 - $525.73 $648,931 - $726,558
-1,382 Reduced 56.06%
1,083 $551 Million
Q4 2023

Feb 07, 2024
SELL
$412.55 - $479.0 $373,357 - $433,495
-905 Reduced 26.85%
2,465 $1.18 Billion
Q3 2023

Nov 14, 2023
BUY
$427.76 - $460.18 $1.44 Million - $1.55 Million
3,370 New
3,370 $1.45 Billion
Q1 2023

Oct 30, 2023
BUY
$381.13 - $418.66 $164,267 - $180,442
431 Added 30.76%
1,832 $744 Million
Q4 2022

Oct 27, 2023
BUY
$357.98 - $409.32 $501,529 - $573,457
1,401 New
1,401 $538 Million

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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