Lee Kelleher Wealth Management Ishares Core S&P 500 ETF Transaction History

Lee Kelleher Wealth Management

  • $151 Billion
  • Q2 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 45,573 shares of IVV stock, worth $30.3 Million. This represents 18.8% of its overall portfolio holdings.

Number of Shares
45,573
Previous 43,162 5.59%
Holding current value
$30.3 Million
Previous $24.3 Billion 16.67%
% of portfolio
18.8%
Previous 17.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$498.8 - $620.9 $1.2 Million - $1.5 Million
2,411 Added 5.59%
45,573 $28.3 Billion
Q1 2025

May 08, 2025
BUY
$554.06 - $615.85 $532,451 - $591,831
961 Added 2.28%
43,162 $24.3 Billion
Q4 2024

Apr 17, 2025
BUY
$570.51 - $610.59 $24.1 Million - $25.8 Million
42,201 New
42,201 $24.8 Billion

Others Institutions Holding IVV

# of Institutions
4,041
Shares Held
744M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email