Serenus Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 76,754 shares of IVV stock, worth $49.1 Million. This represents 8.07% of its overall portfolio holdings.

Number of Shares
76,754
Previous 144,883 47.02%
Holding current value
$49.1 Million
Previous $44.1 Billion 8.15%
% of portfolio
8.07%
Previous 7.31%

Shares

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

Aug 13, 2025
SELL
$498.8 - $620.9 $34 Million - $42.3 Million
-68,129 Reduced 47.02%
76,754 $47.7 Billion
Q1 2025

May 07, 2025
BUY
$554.06 - $615.85 $22.6 Million - $25.1 Million
40,834 Added 39.24%
144,883 $44.1 Billion
Q4 2024

Jan 28, 2025
BUY
$570.51 - $610.59 $59.4 Million - $63.5 Million
104,049 New
104,049 $39.7 Billion

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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