Omni 360 Wealth, Inc. Ishares Core S&P 500 ETF Transaction History

Omni 360 Wealth, Inc.

$171 Billion
Q1 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 1,547 shares of IVV stock, worth $916,056. This represents 0.51% of its overall portfolio holdings.

Number of Shares

1,547

Previous 1,934 20.01%

Holding current value

$916,056

Previous $1.14 Billion 23.66%

% of portfolio

0.51%

Previous 0.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$554.06 - $615.85 $214,421 - $238,333	-387 Reduced 20.01%	1,547 $869 Million
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $14,262 - $15,264	-25 Reduced 1.28%	1,934 $1.14 Billion
Q3 2024 Oct 24, 2024	SELL	$520.18 - $576.82 $8,843 - $9,805	-17 Reduced 0.86%	1,959 $1.13 Billion
Q2 2024 Jul 19, 2024	BUY	$497.53 - $549.64 $12,935 - $14,290	26 Added 1.33%	1,976 $1.08 Billion
Q1 2024 Apr 19, 2024	BUY	$469.56 - $525.73 $6,104 - $6,834	13 Added 0.67%	1,950 $1.02 Billion
Q4 2023 Feb 08, 2024	BUY	$412.55 - $479.0 $799,109 - $927,823	1,937 New	1,937 $925 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

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Omni 360 Wealth, Inc. Ishares Core S&P 500 ETF Transaction History