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

Legacy Wealth Management, Inc

$1.5 Billion
Q1 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 507,597 shares of IVV stock, worth $283 Million. This represents 19.01% of its overall portfolio holdings.

Number of Shares

507,597

Previous 513,576 1.16%

Holding current value

$283 Million

Previous $302 Million 5.66%

% of portfolio

19.01%

Previous 19.41%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,903

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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