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

Sendero Wealth Management, LLC

$648 Million
Q1 2025

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 679 shares of IVV stock, worth $375,616. This represents 0.06% of its overall portfolio holdings.

Number of Shares

679

Previous 572 18.71%

Holding current value

$375,616

Previous $336,000 12.5%

% of portfolio

0.06%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$554.06 - $615.85 $59,284 - $65,895	107 Added 18.71%	679 $378,000
Q4 2024 Jan 14, 2025	BUY	$570.51 - $610.59 $118,666 - $127,002	208 Added 57.14%	572 $336,000
Q3 2024 Oct 09, 2024	BUY	$520.18 - $576.82 $189,345 - $209,962	364 New	364 $209,000
Q2 2022 Aug 09, 2022	BUY	$366.99 - $458.8 $247,718 - $309,690	675 New	675 $256,000

Others Institutions Holding IVV

# of Institutions

3,893

Shares Held

758M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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