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

Melfa Wealth Management, LLC

$158 Billion
Q2 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,869 shares of IVV stock, worth $3.12 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

4,869

Previous 4,879 0.2%

Holding current value

$3.12 Million

Previous $2.74 Billion 10.26%

% of portfolio

1.91%

Previous 1.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$498.8 - $620.9 $4,988 - $6,209	-10 Reduced 0.2%	4,869 $3.02 Billion
Q1 2025 May 02, 2025	SELL	$554.06 - $615.85 $29,919 - $33,255	-54 Reduced 1.09%	4,879 $2.74 Billion
Q4 2024 Jan 17, 2025	SELL	$570.51 - $610.59 $36,512 - $39,077	-64 Reduced 1.28%	4,933 $2.9 Billion
Q3 2024 Oct 16, 2024	SELL	$520.18 - $576.82 $23,408 - $25,956	-45 Reduced 0.89%	4,997 $2.88 Billion
Q2 2024 Jul 15, 2024	BUY	$497.53 - $549.64 $121,397 - $134,112	244 Added 5.09%	5,042 $2.76 Billion
Q1 2024 Apr 23, 2024	BUY	$469.56 - $525.73 $2.25 Million - $2.52 Million	4,798 New	4,798 $2.52 Billion

Others Institutions Holding IVV

# of Institutions

4,001

Shares Held

792M

Call Options Held

5.37M

Put Options Held

2.01M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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