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

Melfa Wealth Management, LLC

$148 Billion
Q1 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 4,879 shares of IVV stock, worth $2.72 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

4,879

Previous 4,933 1.09%

Holding current value

$2.72 Million

Previous $2.9 Billion 5.6%

% of portfolio

1.85%

Previous 1.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,916

Shares Held

818M

Call Options Held

14.7M

Put Options Held

3.43M

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