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

Kdk Private Wealth Management, LLC

  • $98.7 Billion
  • Q3 2025

A detailed history of Kdk Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 10,105 shares of IVV stock, worth $6.82 Million. This represents 6.86% of its overall portfolio holdings.

Number of Shares
10,105
Previous 9,648 4.74%
Holding current value
$6.82 Million
Previous $5.99 Billion 12.92%
% of portfolio
6.86%
Previous 6.4%

Shares

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

Nov 13, 2025
BUY
$620.67 - $670.08 $283,646 - $306,226
457 Added 4.74%
10,105 $6.76 Billion
Q2 2025

Aug 13, 2025
SELL
$498.8 - $620.9 $33,419 - $41,600
-67 Reduced 0.69%
9,648 $5.99 Billion
Q1 2025

May 06, 2025
SELL
$554.06 - $615.85 $45,432 - $50,499
-82 Reduced 0.84%
9,715 $5.46 Billion
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $5.59 Million - $5.98 Million
9,797 New
9,797 $5.77 Billion

Others Institutions Holding IVV

# of Institutions
4,136
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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