Triangle Securities Wealth Management Ishares Core S&P 500 ETF Transaction History

Triangle Securities Wealth Management

$439 Million
Q4 2025

A detailed history of Triangle Securities Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Triangle Securities Wealth Management holds 962 shares of IVV stock, worth $649,648. This represents 0.15% of its overall portfolio holdings.

Number of Shares

962

Previous 1,150 16.35%

Holding current value

$649,648

Previous $769,000 15.6%

% of portfolio

0.15%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$656.2 - $690.71 $123,365 - $129,853	-188 Reduced 16.35%	962 $649,000
Q3 2025 Oct 15, 2025	BUY	$620.67 - $670.08 $98,065 - $105,872	158 Added 15.93%	1,150 $769,000
Q2 2025 Jul 10, 2025	BUY	$498.8 - $620.9 $249,400 - $310,450	500 Added 101.63%	992 $615,000
Q1 2025 Apr 10, 2025	BUY	$554.06 - $615.85 $272,597 - $302,998	492 New	492 $274,000
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $17,110 - $18,407	40 Added 7.07%	606 $260,000

Q1 2023 Apr 20, 2023	SELL	$381.13 - $418.66 $7,622 - $8,373	-20 Reduced 3.41%	566 $232,000
Q4 2022 Jan 11, 2023	BUY	$357.98 - $409.32 $209,776 - $239,861	586 New	586 $0

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Triangle Securities Wealth Management Ishares Core S&P 500 ETF Transaction History