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

Perissos Private Wealth Management, LLC

  • $126 Billion
  • Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 18,915 shares of IVV stock, worth $12 Million. This represents 9.28% of its overall portfolio holdings.

Number of Shares
18,915
Previous 870 2074.14%
Holding current value
$12 Million
Previous $489 Million 2302.42%
% of portfolio
9.28%
Previous 0.45%

Shares

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

Jul 31, 2025
BUY
$498.8 - $620.9 $9 Million - $11.2 Million
18,045 Added 2074.14%
18,915 $11.7 Billion
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $482,032 - $535,789
870 New
870 $489 Million

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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