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

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 27,910 shares of IVV stock, worth $16.5 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
27,910
Previous 14,192 96.66%
Holding current value
$16.5 Million
Previous $8.35 Million 86.46%
% of portfolio
0.97%
Previous 0.48%

Shares

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

Apr 15, 2025
BUY
$554.06 - $615.85 $7.6 Million - $8.45 Million
13,718 Added 96.66%
27,910 $15.6 Million
Q4 2024

Jan 16, 2025
BUY
$570.51 - $610.59 $180,281 - $192,946
316 Added 2.28%
14,192 $8.35 Million
Q3 2024

Oct 15, 2024
BUY
$520.18 - $576.82 $82,708 - $91,714
159 Added 1.16%
13,876 $8 Million
Q2 2024

Jul 15, 2024
BUY
$497.53 - $549.64 $388,570 - $429,268
781 Added 6.04%
13,717 $7.51 Million
Q1 2024

Apr 15, 2024
SELL
$469.56 - $525.73 $6.37 Million - $7.14 Million
-13,575 Reduced 51.21%
12,936 $6.8 Million
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $5.2 Million - $6.03 Million
12,595 Added 90.51%
26,511 $12.7 Million
Q3 2023

Oct 10, 2023
BUY
$427.76 - $460.18 $117,206 - $126,089
274 Added 2.01%
13,916 $5.98 Million
Q2 2023

Jul 13, 2023
BUY
$406.17 - $445.71 $75,547 - $82,902
186 Added 1.38%
13,642 $6.08 Million
Q1 2023

Apr 14, 2023
BUY
$381.13 - $418.66 $1.65 Million - $1.81 Million
4,326 Added 47.38%
13,456 $5.53 Million
Q4 2022

Jan 12, 2023
SELL
$357.98 - $409.32 $211,208 - $241,498
-590 Reduced 6.07%
9,130 $0
Q3 2022

Oct 21, 2022
SELL
$358.65 - $432.04 $1.22 Million - $1.47 Million
-3,394 Reduced 25.88%
9,720 $3.49 Million
Q2 2022

Jul 15, 2022
BUY
$366.99 - $458.8 $982,799 - $1.23 Million
2,678 Added 25.66%
13,114 $4.97 Million
Q1 2022

Apr 25, 2022
SELL
$418.06 - $479.84 $3.49 Million - $4.01 Million
-8,354 Reduced 44.46%
10,436 $4.74 Million
Q4 2021

Jan 26, 2022
SELL
$430.29 - $479.53 $756,019 - $842,534
-1,757 Reduced 8.55%
18,790 $8.96 Million
Q3 2021

Oct 15, 2021
SELL
$426.8 - $455.27 $389,668 - $415,661
-913 Reduced 4.25%
20,547 $8.85 Million
Q2 2021

Jul 20, 2021
SELL
$402.08 - $429.92 $10.4 Million - $11.1 Million
-25,904 Reduced 54.69%
21,460 $9.23 Million
Q1 2021

Apr 22, 2021
BUY
$370.22 - $398.75 $1.47 Million - $1.58 Million
3,974 Added 9.16%
47,364 $18.8 Million
Q4 2020

Jan 20, 2021
BUY
$327.62 - $375.39 $6.85 Million - $7.85 Million
20,912 Added 93.03%
43,390 $16.3 Million
Q3 2020

Oct 21, 2020
SELL
$311.81 - $359.24 $596,180 - $686,866
-1,912 Reduced 7.84%
22,478 $7.55 Million
Q2 2020

Jul 22, 2020
BUY
$246.8 - $324.4 $3.15 Million - $4.14 Million
12,777 Added 110.02%
24,390 $7.55 Million
Q1 2020

Apr 30, 2020
SELL
$224.65 - $339.88 $1.38 Million - $2.09 Million
-6,151 Reduced 34.63%
11,613 $3 Million
Q4 2019

Jan 24, 2020
BUY
$289.63 - $324.32 $757,961 - $848,745
2,617 Added 17.28%
17,764 $5.74 Million
Q3 2019

Oct 24, 2019
SELL
$285.57 - $303.77 $146,211 - $155,530
-512 Reduced 3.27%
15,147 $4.52 Million
Q2 2019

Jul 30, 2019
BUY
$276.38 - $296.02 $2.65 Million - $2.84 Million
9,605 Added 158.66%
15,659 $4.62 Million
Q1 2019

Apr 12, 2019
SELL
$245.43 - $286.57 $21,352 - $24,931
-87 Reduced 1.42%
6,054 $1.72 Million
Q4 2018

Jan 30, 2019
BUY
$236.09 - $293.95 $590,461 - $735,168
2,501 Added 68.71%
6,141 $1.55 Million
Q3 2018

Oct 25, 2018
BUY
$272.73 - $295.76 $86,455 - $93,755
317 Added 9.54%
3,640 $1.07 Million
Q2 2018

Aug 03, 2018
BUY
$259.21 - $280.89 $152,674 - $165,444
589 Added 21.54%
3,323 $907,000
Q1 2018

May 03, 2018
BUY
$259.62 - $288.66 $26,740 - $29,731
103 Added 3.91%
2,734 $726,000
Q4 2017

Feb 08, 2018
BUY
$253.97 - $271.47 $18,793 - $20,088
74 Added 2.89%
2,631 $707,000
Q3 2017

Oct 19, 2017
BUY
$246.18 - $253.1 $629,482 - $647,176
2,557
2,557 $647,000

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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