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

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 1,598 shares of IVV stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,598
Previous 1,647 2.98%
Holding current value
$1.06 Million
Previous $925,000 7.24%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 22, 2025
SELL
$498.8 - $620.9 $24,441 - $30,424
-49 Reduced 2.98%
1,598 $992,000
Q1 2025

May 01, 2025
SELL
$554.06 - $615.85 $11,081 - $12,317
-20 Reduced 1.2%
1,647 $925,000
Q4 2024

Jan 29, 2025
SELL
$570.51 - $610.59 $82,153 - $87,924
-144 Reduced 7.95%
1,667 $981,000
Q3 2024

Oct 30, 2024
BUY
$520.18 - $576.82 $74,905 - $83,062
144 Added 8.64%
1,811 $1.04 Million
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $62,191 - $68,705
125 Added 8.11%
1,667 $912,000
Q1 2024

Apr 29, 2024
SELL
$469.56 - $525.73 $162,467 - $181,902
-346 Reduced 18.33%
1,542 $810,000
Q4 2023

Feb 01, 2024
BUY
$412.55 - $479.0 $778,894 - $904,352
1,888 New
1,888 $901,000
Q1 2022

May 10, 2022
SELL
$418.06 - $479.84 $17.7 Million - $20.3 Million
-42,369 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $843,368 - $939,878
-1,960 Reduced 4.42%
42,369 $20,000
Q3 2021

Nov 15, 2021
SELL
$426.8 - $455.27 $475,455 - $507,170
-1,114 Reduced 2.45%
44,329 $19.1 Million
Q2 2021

Aug 10, 2021
BUY
$402.08 - $429.92 $8.48 Million - $9.07 Million
21,094 Added 86.63%
45,443 $19.5 Million
Q1 2021

May 17, 2021
SELL
$370.22 - $398.75 $3.89 Million - $4.19 Million
-10,509 Reduced 30.15%
24,349 $9.69 Million
Q4 2020

Feb 08, 2021
SELL
$327.62 - $375.39 $288,960 - $331,093
-882 Reduced 2.47%
34,858 $13.1 Million
Q3 2020

Nov 10, 2020
BUY
$311.81 - $359.24 $10.8 Million - $12.4 Million
34,626 Added 3108.26%
35,740 $12 Million
Q2 2020

Aug 10, 2020
SELL
$246.8 - $324.4 $120,685 - $158,631
-489 Reduced 30.51%
1,114 $345,000
Q1 2020

Apr 23, 2020
BUY
$224.65 - $339.88 $360,113 - $544,827
1,603 New
1,603 $414,000

Others Institutions Holding IVV

# of Institutions
4,065
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
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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