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

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025

A detailed history of Opes Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 461 shares of IVV stock, worth $293,099. This represents 0.05% of its overall portfolio holdings.

Number of Shares
461
Previous 491 6.11%
Holding current value
$293,099
Previous $275,000 4.0%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$498.8 - $620.9 $14,964 - $18,627
-30 Reduced 6.11%
461 $286,000
Q1 2025

May 06, 2025
SELL
$554.06 - $615.85 $457,099 - $508,076
-825 Reduced 62.69%
491 $275,000
Q4 2024

Jan 30, 2025
BUY
$570.51 - $610.59 $519,164 - $555,636
910 Added 224.14%
1,316 $774,000
Q2 2024

Aug 05, 2024
BUY
$497.53 - $549.64 $201,997 - $223,153
406 New
406 $222,000
Q2 2023

Aug 02, 2023
BUY
$406.17 - $445.71 $228,267 - $250,489
562 New
562 $250,000

Others Institutions Holding IVV

# of Institutions
3,979
Shares Held
803M
Call Options Held
5.37M
Put Options Held
2M
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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