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

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,501 shares of IVV stock, worth $955,251. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,501
Previous 1,475 1.76%
Holding current value
$955,251
Previous $868,000 2.88%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 17, 2025
BUY
$554.06 - $615.85 $14,405 - $16,012
26 Added 1.76%
1,501 $843,000
Q4 2024

Jan 27, 2025
SELL
$570.51 - $610.59 $49,634 - $53,121
-87 Reduced 5.57%
1,475 $868,000
Q3 2024

Nov 06, 2024
SELL
$520.18 - $576.82 $73,865 - $81,908
-142 Reduced 8.33%
1,562 $900,000
Q2 2024

Jul 30, 2024
SELL
$497.53 - $549.64 $175,628 - $194,022
-353 Reduced 17.16%
1,704 $932,000
Q4 2023

Feb 12, 2024
SELL
$412.55 - $479.0 $2,475 - $2,874
-6 Reduced 0.29%
2,057 $982,000
Q3 2023

Nov 14, 2023
SELL
$427.76 - $460.18 $24,810 - $26,690
-58 Reduced 2.73%
2,063 $885,000
Q2 2023

Aug 02, 2023
SELL
$406.17 - $445.71 $136,473 - $149,758
-336 Reduced 13.68%
2,121 $945,000
Q1 2023

May 04, 2023
SELL
$381.13 - $418.66 $30,490 - $33,492
-80 Reduced 3.15%
2,457 $1.01 Million
Q4 2022

Feb 07, 2023
BUY
$357.98 - $409.32 $21,478 - $24,559
60 Added 2.42%
2,537 $974,000
Q3 2022

Oct 25, 2022
SELL
$358.65 - $432.04 $86,434 - $104,121
-241 Reduced 8.87%
2,477 $942,000
Q2 2022

Jul 14, 2022
BUY
$366.99 - $458.8 $165,879 - $207,377
452 Added 19.95%
2,718 $1.04 Million
Q3 2021

Nov 02, 2021
BUY
$426.8 - $455.27 $27,742 - $29,592
65 Added 2.95%
2,266 $976,000
Q1 2021

Apr 26, 2021
BUY
$370.22 - $398.75 $59,605 - $64,198
161 Added 7.89%
2,201 $876,000
Q4 2020

Jan 25, 2021
BUY
$327.62 - $375.39 $128,754 - $147,528
393 Added 23.86%
2,040 $766,000
Q3 2020

Oct 26, 2020
SELL
$311.81 - $359.24 $217,019 - $250,031
-696 Reduced 29.71%
1,647 $553,000
Q2 2020

Jul 14, 2020
BUY
$246.8 - $324.4 $242,851 - $319,209
984 Added 72.41%
2,343 $726,000
Q1 2020

May 01, 2020
BUY
$224.65 - $339.88 $72,112 - $109,101
321 Added 30.92%
1,359 $351,000
Q4 2019

Feb 03, 2020
BUY
$289.63 - $324.32 $300,635 - $336,644
1,038 New
1,038 $336,000

Others Institutions Holding IVV

# of Institutions
3,958
Shares Held
815M
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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