Leo Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 10,020 shares of IVV stock, worth $6.37 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

10,020

Previous 6,467 54.94%

Holding current value

$6.37 Million

Previous $3.63 Billion 71.01%

% of portfolio

0.48%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$498.8 - $620.9 $1.77 Million - $2.21 Million	3,553 Added 54.94%	10,020 $6.21 Billion
Q1 2025 May 02, 2025	SELL	$554.06 - $615.85 $882,063 - $980,433	-1,592 Reduced 19.75%	6,467 $3.63 Billion
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $35,942 - $38,467	-63 Reduced 0.78%	8,059 $4.74 Billion
Q3 2024 Oct 21, 2024	SELL	$520.18 - $576.82 $234,080 - $259,569	-450 Reduced 5.25%	8,122 $4.69 Billion
Q2 2024 Jul 17, 2024	BUY	$497.53 - $549.64 $259,710 - $286,912	522 Added 6.48%	8,572 $4.69 Billion
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $115,042 - $128,803	245 Added 3.14%	8,050 $4.23 Billion
Q4 2023 Mar 14, 2024	BUY	$412.55 - $479.0 $3.22 Million - $3.74 Million	7,805 New	7,805 $3.78 Billion

Others Institutions Holding IVV

# of Institutions

3,979

Shares Held

803M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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