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

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,351 shares of IVV stock, worth $753,803. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,351
Holding current value
$753,803
% of portfolio
0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$554.06 - $615.85 $748,535 - $832,013
1,351 New
1,351 $759,000
Q1 2023

May 10, 2023
BUY
$381.13 - $418.66 $20.4 Million - $22.4 Million
53,440 New
53,440 $0

Others Institutions Holding IVV

# of Institutions
3,903
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
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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