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

Johnson & White Wealth Management, LLC

$204 Million
Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 3,079 shares of IVV stock, worth $2.04 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

3,079

Previous 3,085 0.19%

Holding current value

$2.04 Million

Previous $1.92 Million 7.52%

% of portfolio

1.01%

Previous 0.97%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$620.67 - $670.08 $3,724 - $4,020	-6 Reduced 0.19%	3,079 $2.06 Million
Q2 2025 Jul 17, 2025	BUY	$498.8 - $620.9 $10,973 - $13,659	22 Added 0.72%	3,085 $1.92 Million
Q1 2025 Apr 10, 2025	BUY	$554.06 - $615.85 $13,297 - $14,780	24 Added 0.79%	3,063 $1.72 Million
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $1.73 Million - $1.86 Million	3,039 New	3,039 $1.79 Million
Q1 2024 Apr 10, 2024	BUY	$469.56 - $525.73 $143,215 - $160,347	305 Added 11.5%	2,957 $1.55 Million
Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $65,595 - $76,161	159 Added 6.38%	2,652 $1.27 Million
Q3 2023 Oct 12, 2023	BUY	$427.76 - $460.18 $1.07 Million - $1.15 Million	2,493 New	2,493 $1.07 Million
Q1 2023 Apr 17, 2023	SELL	$381.13 - $418.66 $20.3 Million - $22.3 Million	-53,179 Reduced 95.29%	2,631 $1.08 Million
Q4 2022 Jan 18, 2023	BUY	$357.98 - $409.32 $19 Million - $21.8 Million	53,138 Added 1988.7%	55,810 $3.56 Million
Q3 2022 Nov 14, 2022	BUY	$358.65 - $432.04 $958,312 - $1.15 Million	2,672 New	2,672 $958,000

Others Institutions Holding IVV

# of Institutions

4,040

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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