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

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 154 shares of IVV stock, worth $98,598. This represents 0.03% of its overall portfolio holdings.

Number of Shares
154
Previous 154 -0.0%
Holding current value
$98,598
Previous $86.5 Million 10.5%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$554.06 - $615.85 $42,662 - $47,420
77 Added 100.0%
154 $86.5 Million
Q3 2024

Oct 29, 2024
SELL
$520.18 - $576.82 $1,560 - $1,730
-3 Reduced 3.75%
77 $44.4 Million
Q2 2024

Aug 13, 2024
BUY
$497.53 - $549.64 $19,901 - $21,985
40 Added 100.0%
80 $43.8 Million
Q4 2023

Feb 08, 2024
BUY
$412.55 - $479.0 $16,502 - $19,160
40 New
40 $19.1 Million

Others Institutions Holding IVV

# of Institutions
3,988
Shares Held
797M
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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