Mittelman Wealth Management Ishares Core S&P 500 ETF Transaction History

Mittelman Wealth Management

$118 Billion
Q2 2025

A detailed history of Mittelman Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 477 shares of IVV stock, worth $319,256. This represents 0.25% of its overall portfolio holdings.

Number of Shares

477

Previous 1,149 58.49%

Holding current value

$319,256

Previous $646 Million 54.14%

% of portfolio

0.25%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$498.8 - $620.9 $335,193 - $417,244	-672 Reduced 58.49%	477 $296 Million
Q1 2025 May 15, 2025	SELL	$554.06 - $615.85 $31,581 - $35,103	-57 Reduced 4.73%	1,149 $646 Million
Q4 2024 Feb 18, 2025	SELL	$570.51 - $610.59 $2,852 - $3,052	-5 Reduced 0.41%	1,206 $710 Million
Q3 2024 Nov 15, 2024	SELL	$520.18 - $576.82 $13,004 - $14,420	-25 Reduced 2.02%	1,211 $699 Million
Q2 2024 Aug 12, 2024	SELL	$497.53 - $549.64 $39,304 - $43,421	-79 Reduced 6.01%	1,236 $676 Million
Q1 2024 May 06, 2024	BUY	$469.56 - $525.73 $617,471 - $691,334	1,315 New	1,315 $691 Million

Others Institutions Holding IVV

# of Institutions

4,026

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Mittelman Wealth Management Ishares Core S&P 500 ETF Transaction History