Merkkuri Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Merkkuri Wealth Advisors LLC

$117 Billion
Q1 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 5,854 shares of IVV stock, worth $3.27 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

5,854

Previous 6,361 7.97%

Holding current value

$3.27 Million

Previous $3.74 Billion 12.16%

% of portfolio

2.82%

Previous 2.96%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$554.06 - $615.85 $280,908 - $312,235	-507 Reduced 7.97%	5,854 $3.29 Billion
Q4 2024 Jan 21, 2025	SELL	$570.51 - $610.59 $440,433 - $471,375	-772 Reduced 10.82%	6,361 $3.74 Billion
Q3 2024 Oct 23, 2024	SELL	$520.18 - $576.82 $757,902 - $840,426	-1,457 Reduced 16.96%	7,133 $4.11 Billion
Q2 2024 Oct 23, 2024	BUY	$497.53 - $549.64 $4.27 Million - $4.72 Million	8,590 New	8,590 $4.7 Billion

Others Institutions Holding IVV

# of Institutions

3,908

Shares Held

756M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Merkkuri Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History