Legacy Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 537,532 shares of IVV stock, worth $365 Million. This represents 21.19% of its overall portfolio holdings.

Number of Shares
537,532
Previous 530,045 1.41%
Holding current value
$365 Million
Previous $329 Million 9.32%
% of portfolio
21.19%
Previous 20.48%

Shares

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

Oct 10, 2025
BUY
$620.67 - $670.08 $4.65 Million - $5.02 Million
7,487 Added 1.41%
537,532 $360 Million
Q2 2025

Jul 17, 2025
BUY
$498.8 - $620.9 $11.2 Million - $13.9 Million
22,448 Added 4.42%
530,045 $329 Million
Q1 2025

Apr 24, 2025
SELL
$554.06 - $615.85 $3.31 Million - $3.68 Million
-5,979 Reduced 1.16%
507,597 $285 Million
Q4 2024

Jan 21, 2025
BUY
$570.51 - $610.59 $5.57 Million - $5.96 Million
9,765 Added 1.94%
513,576 $302 Million
Q3 2024

Oct 24, 2024
BUY
$520.18 - $576.82 $4.49 Million - $4.97 Million
8,624 Added 1.74%
503,811 $291 Million
Q2 2024

Jul 12, 2024
BUY
$497.53 - $549.64 $4.13 Million - $4.56 Million
8,303 Added 1.71%
495,187 $271 Million
Q1 2024

Apr 12, 2024
BUY
$469.56 - $525.73 $228 Million - $255 Million
485,503 Added 35155.9%
486,884 $256 Million
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $24,753 - $28,740
60 Added 4.54%
1,381 $659,000
Q2 2023

Jul 17, 2023
BUY
$406.17 - $445.71 $406 - $445
1 Added 0.08%
1,321 $588,000
Q1 2023

Apr 11, 2023
BUY
$381.13 - $418.66 $73,558 - $80,801
193 Added 17.13%
1,320 $542,000
Q4 2022

Jan 17, 2023
SELL
$357.98 - $409.32 $53,339 - $60,988
-149 Reduced 11.68%
1,127 $0
Q3 2022

Oct 12, 2022
BUY
$358.65 - $432.04 $358 - $432
1 Added 0.08%
1,276 $458,000
Q2 2022

Jul 22, 2022
SELL
$366.99 - $458.8 $80,003 - $100,018
-218 Reduced 14.6%
1,275 $483,000
Q4 2021

Jan 19, 2022
BUY
$430.29 - $479.53 $63,252 - $70,490
147 Added 10.92%
1,493 $712,000
Q3 2021

Oct 15, 2021
BUY
$426.8 - $455.27 $44,814 - $47,803
105 Added 8.46%
1,346 $580,000
Q2 2021

Jul 14, 2021
BUY
$402.08 - $429.92 $79,611 - $85,124
198 Added 18.98%
1,241 $534,000
Q1 2021

Apr 20, 2021
BUY
$370.22 - $398.75 $386,139 - $415,896
1,043 New
1,043 $415,000
Q1 2020

Apr 09, 2020
SELL
$224.65 - $339.88 $186,908 - $282,780
-832 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$289.63 - $324.32 $240,972 - $269,834
832 New
832 $269,000

Others Institutions Holding IVV

# of Institutions
4,082
Shares Held
748M
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
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