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

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 50,912 shares of IVV stock, worth $29.8 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares
50,912
Previous 51,202 0.57%
Holding current value
$29.8 Million
Previous $30.1 Million 5.09%
% of portfolio
8.43%
Previous 8.59%

Shares

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

Apr 17, 2025
SELL
$554.06 - $615.85 $160,677 - $178,596
-290 Reduced 0.57%
50,912 $28.6 Million
Q4 2024

Feb 06, 2025
SELL
$570.51 - $610.59 $3.09 Million - $3.31 Million
-5,421 Reduced 9.57%
51,202 $30.1 Million
Q3 2024

Oct 15, 2024
BUY
$520.18 - $576.82 $268,933 - $298,215
517 Added 0.92%
56,623 $32.7 Million
Q2 2024

Jul 12, 2024
BUY
$497.53 - $549.64 $662,212 - $731,570
1,331 Added 2.43%
56,106 $30.7 Million
Q1 2024

Apr 12, 2024
BUY
$469.56 - $525.73 $87,807 - $98,311
187 Added 0.34%
54,775 $28.8 Million
Q4 2023

Jan 17, 2024
BUY
$412.55 - $479.0 $777,656 - $902,915
1,885 Added 3.58%
54,588 $26.1 Million
Q3 2023

Oct 05, 2023
BUY
$427.76 - $460.18 $1.59 Million - $1.71 Million
3,715 Added 7.58%
52,703 $22.6 Million
Q2 2023

Jul 20, 2023
SELL
$406.17 - $445.71 $1.44 Million - $1.58 Million
-3,549 Reduced 6.76%
48,988 $21.8 Million
Q1 2023

Apr 07, 2023
SELL
$381.13 - $418.66 $1.67 Million - $1.83 Million
-4,371 Reduced 7.68%
52,537 $21.6 Million
Q4 2022

Feb 09, 2023
SELL
$357.98 - $409.32 $61,930 - $70,812
-173 Reduced 0.3%
56,908 $21.9 Million
Q3 2022

Oct 31, 2022
BUY
$358.65 - $432.04 $44,472 - $53,572
124 Added 0.22%
57,081 $20.5 Million
Q2 2022

Jul 13, 2022
BUY
$366.99 - $458.8 $84,040 - $105,065
229 Added 0.4%
56,957 $21.6 Million
Q1 2022

Apr 21, 2022
BUY
$418.06 - $479.84 $2.5 Million - $2.87 Million
5,982 Added 11.79%
56,728 $25.7 Million
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $21.8 Million - $24.3 Million
50,746 New
50,746 $24.2 Million

Others Institutions Holding IVV

# of Institutions
3,918
Shares Held
822M
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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