Precision Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Precision Wealth Strategies, LLC

  • $267 Million
  • Q3 2025

A detailed history of Precision Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 4,442 shares of IVV stock, worth $3 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
4,442
Previous 5,190 14.41%
Holding current value
$3 Million
Previous $3.22 Million 7.73%
% of portfolio
1.11%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$620.67 - $670.08 $464,261 - $501,219
-748 Reduced 14.41%
4,442 $2.97 Million
Q2 2025

Jul 18, 2025
BUY
$498.8 - $620.9 $1.56 Million - $1.94 Million
3,126 Added 151.45%
5,190 $3.22 Million
Q1 2025

Apr 17, 2025
BUY
$554.06 - $615.85 $1.14 Million - $1.27 Million
2,064 New
2,064 $1.16 Million

Others Institutions Holding IVV

# of Institutions
4,132
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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