Moneywise, Inc. Ishares Core S&P 500 ETF Transaction History

Moneywise, Inc.

$176 Million
Q1 2025

A detailed history of Moneywise, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moneywise, Inc. holds 3,346 shares of IVV stock, worth $2 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

3,346

Previous 3,529 5.19%

Holding current value

$2 Million

Previous $2.08 Million 9.48%

% of portfolio

1.07%

Previous 1.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$554.06 - $615.85 $101,392 - $112,700	-183 Reduced 5.19%	3,346 $1.88 Million
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $330,325 - $353,531	-579 Reduced 14.09%	3,529 $2.08 Million
Q3 2024 Oct 21, 2024	BUY	$520.18 - $576.82 $211,713 - $234,765	407 Added 11.0%	4,108 $2.37 Million
Q2 2024 Jul 17, 2024	SELL	$497.53 - $549.64 $66,669 - $73,651	-134 Reduced 3.49%	3,701 $2.03 Million
Q1 2024 Apr 22, 2024	BUY	$469.56 - $525.73 $26,295 - $29,440	56 Added 1.48%	3,835 $2.02 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $170,383 - $197,827	413 Added 12.27%	3,779 $1.8 Million
Q3 2023 Oct 23, 2023	BUY	$427.76 - $460.18 $24,382 - $26,230	57 Added 1.72%	3,366 $1.45 Million
Q2 2023 Jul 24, 2023	SELL	$406.17 - $445.71 $177,496 - $194,775	-437 Reduced 11.67%	3,309 $1.47 Million
Q1 2023 Apr 21, 2023	BUY	$381.13 - $418.66 $177,606 - $195,095	466 Added 14.21%	3,746 $1.54 Million
Q4 2022 Jan 30, 2023	SELL	$357.98 - $409.32 $8,233 - $9,414	-23 Reduced 0.7%	3,280 $1.26 Million
Q3 2022 Nov 03, 2022	SELL	$358.65 - $432.04 $2.2 Million - $2.65 Million	-6,138 Reduced 65.01%	3,303 $1.19 Million
Q2 2022 Aug 02, 2022	SELL	$366.99 - $458.8 $520,391 - $650,578	-1,418 Reduced 13.06%	9,441 $3.58 Million
Q1 2022 Apr 20, 2022	SELL	$418.06 - $479.84 $214,882 - $246,637	-514 Reduced 4.52%	10,859 $4.93 Million
Q4 2021 Jan 12, 2022	SELL	$430.29 - $479.53 $913,505 - $1.02 Million	-2,123 Reduced 15.73%	11,373 $5.43 Million
Q3 2021 Oct 12, 2021	SELL	$426.8 - $455.27 $570,204 - $608,240	-1,336 Reduced 9.01%	13,496 $5.81 Million
Q2 2021 Jul 22, 2021	SELL	$402.08 - $429.92 $358,253 - $383,058	-891 Reduced 5.67%	14,832 $6.38 Million
Q1 2021 Apr 14, 2021	SELL	$370.22 - $398.75 $45,166 - $48,647	-122 Reduced 0.77%	15,723 $6.26 Million
Q4 2020 Jan 15, 2021	SELL	$327.62 - $375.39 $74,697 - $85,588	-228 Reduced 1.42%	15,845 $5.95 Million
Q3 2020 Oct 13, 2020	BUY	$311.81 - $359.24 $19,955 - $22,991	64 Added 0.4%	16,073 $5.4 Million
Q2 2020 Jul 10, 2020	BUY	$246.8 - $324.4 $95,758 - $125,867	388 Added 2.48%	16,009 $4.96 Million
Q1 2020 Apr 13, 2020	BUY	$224.65 - $339.88 $181,292 - $274,283	807 Added 5.45%	15,621 $4.04 Million
Q4 2019 Jan 07, 2020	SELL	$289.63 - $324.32 $167,985 - $188,105	-580 Reduced 3.77%	14,814 $4.42 Million
Q3 2019 Oct 23, 2019	BUY	$285.57 - $303.77 $29,699 - $31,592	104 Added 0.68%	15,394 $4.6 Million
Q2 2019 Jul 17, 2019	BUY	$276.38 - $296.02 $241,279 - $258,425	873 Added 6.06%	15,290 $4.51 Million
Q1 2019 Apr 30, 2019	SELL	$245.43 - $286.57 $122,224 - $142,711	-498 Reduced 3.34%	14,417 $3.83 Million
Q4 2018 Jan 29, 2019	SELL	$236.09 - $293.95 $35,413 - $44,092	-150 Reduced 1.0%	14,915 $3.75 Million
Q3 2018 Oct 15, 2018	BUY	$272.73 - $295.76 $13,363 - $14,492	49 Added 0.33%	15,065 $4.41 Million
Q2 2018 Jul 19, 2018	SELL	$259.21 - $280.89 $16,848 - $18,257	-65 Reduced 0.43%	15,016 $4.1 Million
Q1 2018 Apr 17, 2018	SELL	$259.62 - $288.66 $419,545 - $466,474	-1,616 Reduced 9.68%	15,081 $4 Million
Q4 2017 Jan 08, 2018	SELL	$253.97 - $271.47 $12,698 - $13,573	-50 Reduced 0.3%	16,697 $4.49 Million
Q3 2017 Oct 10, 2017	BUY	$246.18 - $253.1 $4.12 Million - $4.24 Million	16,747	16,747 $4.24 Million

Others Institutions Holding IVV

# of Institutions

3,922

Shares Held

821M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account