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 $304 Million. This represents 19.01% of its overall portfolio holdings.

Number of Shares
507,597
Previous 513,576 1.16%
Holding current value
$304 Million
Previous $302 Million 5.66%
% of portfolio
19.01%
Previous 19.41%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,926
Shares Held
821M
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
Track This Portfolio

Track Legacy Wealth Management, Inc Portfolio

Follow Legacy Wealth Management, Inc 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 Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email