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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 59,101 shares of IVV stock, worth $34.9 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
59,101
Previous 58,976 0.21%
Holding current value
$34.9 Million
Previous $35.8 Billion 7.35%
% of portfolio
1.08%
Previous 1.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$554.06 - $615.85 $69,257 - $76,981
125 Added 0.21%
59,101 $33.2 Billion
Q4 2024

May 30, 2025
SELL
$570.51 - $610.59 $7.41 Million - $7.93 Million
-12,981 Reduced 21.96%
46,120 $27.1 Million
Q4 2024

May 29, 2025
SELL
$570.51 - $610.59 $7.41 Million - $7.93 Million
-12,981 Reduced 21.96%
46,120 $27.1 Million
Q4 2024

Feb 11, 2025
BUY
$570.51 - $610.59 $15 Million - $16 Million
26,284 Added 80.4%
58,976 $35.8 Billion
Q3 2024

May 30, 2025
SELL
$520.18 - $576.82 $13.9 Million - $15.4 Million
-26,760 Reduced 45.28%
32,341 $18.7 Million
Q3 2024

May 29, 2025
SELL
$520.18 - $576.82 $13.9 Million - $15.4 Million
-26,760 Reduced 45.28%
32,341 $18.7 Million
Q3 2024

Nov 05, 2024
SELL
$520.18 - $576.82 $7,282 - $8,075
-14 Reduced 0.04%
32,692 $18.9 Billion
Q2 2024

May 29, 2025
SELL
$497.53 - $549.64 $13.3 Million - $14.7 Million
-26,744 Reduced 45.25%
32,357 $17.7 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $1.71 Million - $1.89 Million
3,444 Added 11.77%
32,706 $17.9 Billion
Q1 2024

May 28, 2025
SELL
$469.56 - $525.73 $14.3 Million - $16 Million
-30,506 Reduced 51.62%
28,595 $15 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $10.7 Million - $11.9 Million
22,682 Added 344.71%
29,262 $15.3 Billion
Q4 2023

May 28, 2025
SELL
$412.55 - $479.0 $21.6 Million - $25.1 Million
-52,411 Reduced 88.68%
6,690 $3.2 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2.71 Million - $3.15 Million
6,580 New
6,580 $3.14 Billion

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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