Legacy Wealth Managment, Llc/Id Ishares Core S&P 500 ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,637 shares of IVV stock, worth $980,448. This represents 0.76% of its overall portfolio holdings.

Number of Shares
1,637
Previous 206 694.66%
Holding current value
$980,448
Previous $121,000 659.5%
% of portfolio
0.76%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$554.06 - $615.85 $792,859 - $881,281
1,431 Added 694.66%
1,637 $919,000
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $24,531 - $26,255
43 Added 26.38%
206 $121,000
Q3 2024

Nov 15, 2024
BUY
$520.18 - $576.82 $84,789 - $94,021
163 New
163 $94,000

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
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