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

Sofi Wealth, LLC

$732 Million
Q4 2024

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 6,362 shares of IVV stock, worth $3.85 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

6,362

Holding current value

$3.85 Million

% of portfolio

0.51%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

3,600

Shares Held

701M

Call Options Held

1.44M

Put Options Held

1.11M

Black Rock Inc. New York, NY

66.4M
Shares

$40.1 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$21 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.7 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.2 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.1 Billion
1.06% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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