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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 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 1,825 shares of IVV stock, worth $1.17 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
1,825
Previous 1,637 11.48%
Holding current value
$1.17 Million
Previous $919,000 23.29%
% of portfolio
0.94%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$498.8 - $620.9 $93,774 - $116,729
188 Added 11.48%
1,825 $1.13 Million
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
3,982
Shares Held
800M
Call Options Held
5.37M
Put Options Held
2M
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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