Wealth Dimensions Group, Ltd. Ishares Core S&P 500 ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 39,312 shares of IVV stock, worth $25 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares
39,312
Previous 39,374 0.16%
Holding current value
$25 Million
Previous $23.2 Million 4.7%
% of portfolio
5.28%
Previous 5.69%

Shares

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

May 05, 2025
SELL
$554.06 - $615.85 $34,351 - $38,182
-62 Reduced 0.16%
39,312 $22.1 Million
Q4 2024

Feb 13, 2025
SELL
$570.51 - $610.59 $322,908 - $345,593
-566 Reduced 1.42%
39,374 $23.2 Million
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $21,327 - $23,649
-41 Reduced 0.1%
39,940 $23 Million
Q2 2024

Aug 09, 2024
SELL
$497.53 - $549.64 $32,836 - $36,276
-66 Reduced 0.16%
39,981 $21.9 Million
Q1 2024

May 09, 2024
SELL
$469.56 - $525.73 $570,984 - $639,287
-1,216 Reduced 2.95%
40,047 $21.1 Million
Q4 2023

Feb 09, 2024
SELL
$412.55 - $479.0 $172,445 - $200,222
-418 Reduced 1.0%
41,263 $19.7 Million
Q3 2023

Nov 14, 2023
SELL
$427.76 - $460.18 $81,274 - $87,434
-190 Reduced 0.45%
41,681 $17.9 Million
Q2 2023

Aug 14, 2023
SELL
$406.17 - $445.71 $143,378 - $157,335
-353 Reduced 0.84%
41,871 $18.7 Million
Q1 2023

May 09, 2023
BUY
$381.13 - $418.66 $232,108 - $254,963
609 Added 1.46%
42,224 $17.4 Million
Q4 2022

Feb 10, 2023
BUY
$357.98 - $409.32 $4.13 Million - $4.72 Million
11,528 Added 38.32%
41,615 $16 Million
Q3 2022

Nov 10, 2022
BUY
$358.65 - $432.04 $614,008 - $739,652
1,712 Added 6.03%
30,087 $10.8 Million
Q2 2022

Aug 05, 2022
SELL
$366.99 - $458.8 $1.09 Million - $1.36 Million
-2,962 Reduced 9.45%
28,375 $10.8 Million
Q1 2022

May 04, 2022
BUY
$418.06 - $479.84 $3.13 Million - $3.59 Million
7,487 Added 31.39%
31,337 $14.2 Million
Q4 2021

Feb 04, 2022
SELL
$430.29 - $479.53 $34,423 - $38,362
-80 Reduced 0.33%
23,850 $11.4 Million
Q3 2021

Nov 03, 2021
SELL
$426.8 - $455.27 $198,035 - $211,245
-464 Reduced 1.9%
23,930 $10.3 Million
Q2 2021

Aug 12, 2021
SELL
$402.08 - $429.92 $100,117 - $107,050
-249 Reduced 1.01%
24,394 $10.5 Million
Q1 2021

May 13, 2021
SELL
$370.22 - $398.75 $171,411 - $184,621
-463 Reduced 1.84%
24,643 $9.8 Million
Q4 2020

Feb 17, 2021
BUY
$327.62 - $375.39 $8.23 Million - $9.42 Million
25,106 New
25,106 $9.42 Million

Others Institutions Holding IVV

# of Institutions
3,981
Shares Held
804M
Call Options Held
5.37M
Put Options Held
2M
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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