A detailed history of Sofi Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 315,252 shares of IVV stock, worth $213 Million. This represents 14.67% of its overall portfolio holdings.

Number of Shares
315,252
Previous 339,733 7.21%
Holding current value
$213 Million
Previous $211 Million 0.03%
% of portfolio
14.67%
Previous 15.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$620.67 - $670.08 $15.2 Million - $16.4 Million
-24,481 Reduced 7.21%
315,252 $211 Million
Q2 2025

Aug 11, 2025

BUY
$498.8 - $620.9 $9.77 Million - $12.2 Million
19,577 Added 6.11%
339,733 $211 Million
Q1 2025

Apr 21, 2025

BUY
$554.06 - $615.85 $174 Million - $193 Million
313,794 Added 4932.32%
320,156 $180 Million
Q4 2024

Feb 04, 2025

BUY
$570.51 - $610.59 $3.63 Million - $3.88 Million
6,362 New
6,362 $3.75 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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