Sfg Wealth Management, Llc. Ishares Core S&P 500 ETF Transaction History

Sfg Wealth Management, Llc.

  • $165 Million
  • Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 593 shares of IVV stock, worth $393,740. This represents 0.22% of its overall portfolio holdings.

Number of Shares
593
Previous 545 8.81%
Holding current value
$393,740
Previous $306,000 20.26%
% of portfolio
0.22%
Previous 0.16%

Shares

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

Jul 28, 2025
BUY
$498.8 - $620.9 $23,942 - $29,803
48 Added 8.81%
593 $368,000
Q1 2025

Apr 23, 2025
SELL
$554.06 - $615.85 $12,743 - $14,164
-23 Reduced 4.05%
545 $306,000
Q4 2024

Jan 16, 2025
SELL
$570.51 - $610.59 $18,256 - $19,538
-32 Reduced 5.33%
568 $334,000
Q3 2024

Oct 31, 2024
SELL
$520.18 - $576.82 $96,233 - $106,711
-185 Reduced 23.57%
600 $346,000
Q2 2024

Jul 19, 2024
BUY
$497.53 - $549.64 $28,856 - $31,879
58 Added 7.98%
785 $429,000
Q1 2024

Apr 26, 2024
BUY
$469.56 - $525.73 $69,964 - $78,333
149 Added 25.78%
727 $382,000
Q4 2023

Jan 19, 2024
SELL
$412.55 - $479.0 $89,523 - $103,943
-217 Reduced 27.3%
578 $276,000
Q3 2023

Oct 19, 2023
BUY
$427.76 - $460.18 $5,133 - $5,522
12 Added 1.53%
795 $341,000
Q2 2023

Jul 14, 2023
SELL
$406.17 - $445.71 $31,681 - $34,765
-78 Reduced 9.06%
783 $348,000
Q1 2023

Apr 11, 2023
BUY
$381.13 - $418.66 $381 - $418
1 Added 0.12%
861 $353,000
Q4 2022

Jan 31, 2023
BUY
$357.98 - $409.32 $3,579 - $4,093
10 Added 1.18%
860 $330,000
Q3 2022

Oct 12, 2022
SELL
$358.65 - $432.04 $2,869 - $3,456
-8 Reduced 0.93%
850 $305,000
Q2 2022

Jul 13, 2022
BUY
$366.99 - $458.8 $366 - $458
1 Added 0.12%
858 $325,000
Q1 2022

Apr 22, 2022
SELL
$418.06 - $479.84 $16,722 - $19,193
-40 Reduced 4.46%
857 $389,000
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $385,970 - $430,138
897 New
897 $428,000

Others Institutions Holding IVV

# of Institutions
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
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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