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

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 327 shares of IVV stock, worth $217,121. This represents 0.09% of its overall portfolio holdings.

Number of Shares
327
Previous 328 0.3%
Holding current value
$217,121
Previous $203,000 7.39%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 07, 2025
SELL
$620.67 - $670.08 $620 - $670
-1 Reduced 0.3%
327 $218,000
Q2 2025

Jul 09, 2025
BUY
$498.8 - $620.9 $163,606 - $203,655
328 New
328 $203,000
Q1 2024

Apr 15, 2024
BUY
$469.56 - $525.73 $308,970 - $345,930
658 New
658 $345,000
Q2 2022

Aug 08, 2022
SELL
$366.99 - $458.8 $162,209 - $202,789
-442 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $182,692 - $209,690
-437 Reduced 49.72%
442 $201,000
Q4 2021

Feb 04, 2022
BUY
$430.29 - $479.53 $1,290 - $1,438
3 Added 0.34%
879 $419,000
Q3 2021

Nov 12, 2021
BUY
$426.8 - $455.27 $70,422 - $75,119
165 Added 23.21%
876 $377,000
Q2 2021

Jul 27, 2021
BUY
$402.08 - $429.92 $6,433 - $6,878
16 Added 2.3%
711 $306,000
Q4 2020

Feb 10, 2021
BUY
$327.62 - $375.39 $655 - $750
2 Added 0.29%
695 $261,000
Q3 2020

Nov 13, 2020
SELL
$311.81 - $359.24 $57,061 - $65,740
-183 Reduced 20.89%
693 $233,000
Q2 2020

Aug 07, 2020
BUY
$246.8 - $324.4 $1,234 - $1,622
5 Added 0.57%
876 $271,000
Q1 2020

May 08, 2020
BUY
$224.65 - $339.88 $28,305 - $42,824
126 Added 16.91%
871 $225,000
Q4 2019

Jan 15, 2020
BUY
$289.63 - $324.32 $136,126 - $152,430
470 Added 170.91%
745 $241,000
Q3 2019

Nov 05, 2019
BUY
$285.57 - $303.77 $78,531 - $83,536
275 New
275 $82,000

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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