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

Instrumental Wealth, LLC

$110 Billion
Q1 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 14,193 shares of IVV stock, worth $7.92 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares

14,193

Previous 13,622 4.19%

Holding current value

$7.92 Million

Previous $8.21 Billion 4.39%

% of portfolio

7.11%

Previous 7.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$554.06 - $615.85 $316,368 - $351,650	571 Added 4.19%	14,193 $7.85 Billion
Q4 2024 Feb 24, 2025	BUY	$570.51 - $610.59 $235,620 - $252,173	413 Added 3.13%	13,622 $8.21 Billion
Q3 2024 Oct 15, 2024	BUY	$520.18 - $576.82 $84,789 - $94,021	163 Added 1.25%	13,209 $7.76 Billion
Q2 2024 Jul 26, 2024	BUY	$497.53 - $549.64 $145,776 - $161,044	293 Added 2.3%	13,046 $7.06 Billion
Q1 2024 May 29, 2024	SELL	$469.56 - $525.73 $984,197 - $1.1 Million	-2,096 Reduced 14.12%	12,753 $6.79 Billion
Q4 2023 Jan 25, 2024	SELL	$412.55 - $479.0 $151,405 - $175,793	-367 Reduced 2.41%	14,849 $7.24 Billion
Q3 2023 Oct 18, 2023	SELL	$427.76 - $460.18 $173,670 - $186,833	-406 Reduced 2.6%	15,216 $6.67 Billion
Q2 2023 Jul 13, 2023	BUY	$406.17 - $445.71 $2,437 - $2,674	6 Added 0.04%	15,622 $7 Billion
Q1 2023 May 04, 2023	BUY	$381.13 - $418.66 $5.95 Million - $6.54 Million	15,616 New	15,616 $6.4 Billion

Others Institutions Holding IVV

# of Institutions

3,909

Shares Held

762M

Call Options Held

1.95M

Put Options Held

2.3M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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