Retirement Wealth Solutions LLC Ishares Core S&P 500 ETF Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025

A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 20,155 shares of IVV stock, worth $13.6 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares
20,155
Previous 19,033 5.9%
Holding current value
$13.6 Million
Previous $12.7 Billion 8.37%
% of portfolio
8.72%
Previous 8.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$656.2 - $690.71 $736,256 - $774,976
1,122 Added 5.9%
20,155 $13.8 Billion
Q3 2025

Oct 08, 2025
BUY
$620.67 - $670.08 $397,228 - $428,851
640 Added 3.48%
19,033 $12.7 Billion
Q2 2025

Jul 07, 2025
SELL
$498.8 - $620.9 $1.63 Million - $2.02 Million
-3,258 Reduced 15.05%
18,393 $11.4 Billion
Q1 2025

Apr 08, 2025
BUY
$554.06 - $615.85 $386,733 - $429,863
698 Added 3.33%
21,651 $12.2 Billion
Q4 2024

Jan 15, 2025
BUY
$570.51 - $610.59 $12 Million - $12.8 Million
20,953 New
20,953 $12.2 Billion

Others Institutions Holding IVV

# of Institutions
4,140
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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