Milestone Asset Management Group, LLC Ishares Core S&P 500 ETF Transaction History

Milestone Asset Management Group, LLC

$159 Billion
Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 7,456 shares of IVV stock, worth $5.04 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

7,456

Previous 7,381 1.02%

Holding current value

$5.04 Million

Previous $4.58 Billion 8.89%

% of portfolio

3.14%

Previous 3.39%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$620.67 - $670.08 $46,550 - $50,256	75 Added 1.02%	7,456 $4.99 Billion
Q2 2025 Aug 01, 2025	BUY	$498.8 - $620.9 $310,253 - $386,199	622 Added 9.2%	7,381 $4.58 Billion
Q1 2025 May 06, 2025	BUY	$554.06 - $615.85 $70,919 - $78,828	128 Added 1.93%	6,759 $3.8 Billion
Q4 2024 Mar 27, 2025	BUY	$570.51 - $610.59 $3.78 Million - $4.05 Million	6,631 New	6,631 $3.9 Billion

Others Institutions Holding IVV

# of Institutions

4,135

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Milestone Asset Management Group, LLC Ishares Core S&P 500 ETF Transaction History