Simplicity Wealth,Llc Ishares Core S&P 500 ETF Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 103,504 shares of IVV stock, worth $68.7 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

103,504

Previous 83,044 24.64%

Holding current value

$68.7 Million

Previous $46.3 Million 38.66%

% of portfolio

2.85%

Previous 3.86%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$498.8 - $620.9 $10.2 Million - $12.7 Million	20,460 Added 24.64%	103,504 $64.3 Million
Q1 2025 Apr 14, 2025	BUY	$554.06 - $615.85 $16.7 Million - $18.6 Million	30,127 Added 56.93%	83,044 $46.3 Million
Q4 2024 Feb 07, 2025	SELL	$570.51 - $610.59 $15.2 Million - $16.3 Million	-26,649 Reduced 33.49%	52,917 $31.2 Million
Q3 2024 Oct 09, 2024	SELL	$520.18 - $576.82 $14.6 Million - $16.2 Million	-28,131 Reduced 26.12%	79,566 $45.9 Million
Q2 2024 Jul 10, 2024	SELL	$497.53 - $549.64 $1.95 Million - $2.16 Million	-3,929 Reduced 3.52%	107,697 $58.9 Million
Q1 2024 Apr 24, 2024	BUY	$469.56 - $525.73 $36 Million - $40.3 Million	76,701 Added 219.62%	111,626 $58.7 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $4.21 Million - $4.89 Million	10,203 Added 41.27%	34,925 $16.7 Million
Q3 2023 Oct 19, 2023	BUY	$427.76 - $460.18 $3.7 Million - $3.98 Million	8,641 Added 53.73%	24,722 $10.6 Million
Q2 2023 Jul 26, 2023	BUY	$406.17 - $445.71 $645,404 - $708,233	1,589 Added 10.96%	16,081 $7.17 Million
Q1 2023 Apr 27, 2023	BUY	$381.13 - $418.66 $1.57 Million - $1.73 Million	4,124 Added 39.78%	14,492 $5.96 Million
Q4 2022 Feb 15, 2023	BUY	$357.98 - $409.32 $3.26 Million - $3.73 Million	9,108 Added 722.86%	10,368 $3.98 Million
Q3 2022 Oct 12, 2022	BUY	$358.65 - $432.04 $451,899 - $544,370	1,260 New	1,260 $452,000
Q2 2022 Jul 19, 2022	SELL	$366.99 - $458.8 $173,953 - $217,471	-474 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$418.06 - $479.84 $198,160 - $227,444	474 New	474 $215,000

Others Institutions Holding IVV

# of Institutions

4,065

Shares Held

745M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Simplicity Wealth,Llc Ishares Core S&P 500 ETF Transaction History