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

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 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 46,761 shares of IVV stock, worth $31.6 Million. This represents 19.28% of its overall portfolio holdings.

Number of Shares
46,761
Previous 45,573 2.61%
Holding current value
$31.6 Million
Previous $28.3 Billion 10.61%
% of portfolio
19.28%
Previous 18.8%

Shares

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

Oct 23, 2025
BUY
$620.67 - $670.08 $737,355 - $796,055
1,188 Added 2.61%
46,761 $31.3 Billion
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
4,137
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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