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

West Wealth Group, LLC

  • $367 Million
  • Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 1,676 shares of IVV stock, worth $1.07 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,676
Previous 1,074 56.05%
Holding current value
$1.07 Million
Previous $603,000 72.47%
% of portfolio
0.28%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$498.8 - $620.9 $300,277 - $373,781
602 Added 56.05%
1,676 $1.04 Million
Q1 2025

May 05, 2025
BUY
$554.06 - $615.85 $21,608 - $24,018
39 Added 3.77%
1,074 $603,000
Q4 2024

Jan 22, 2025
BUY
$570.51 - $610.59 $79,871 - $85,482
140 Added 15.64%
1,035 $609,000
Q3 2024

Oct 23, 2024
BUY
$520.18 - $576.82 $5,721 - $6,345
11 Added 1.24%
895 $516,000
Q2 2024

Aug 01, 2024
BUY
$497.53 - $549.64 $48,757 - $53,864
98 Added 12.47%
884 $483,000
Q1 2024

May 08, 2024
BUY
$469.56 - $525.73 $15,495 - $17,349
33 Added 4.38%
786 $413,000
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $63,120 - $73,287
153 Added 25.5%
753 $359,000
Q3 2023

Oct 06, 2023
SELL
$427.76 - $460.18 $855 - $920
-2 Reduced 0.33%
600 $257,000
Q2 2023

Jul 26, 2023
BUY
$406.17 - $445.71 $4,061 - $4,457
10 Added 1.69%
602 $268,000
Q1 2023

Apr 06, 2023
BUY
$381.13 - $418.66 $3,811 - $4,186
10 Added 1.72%
592 $243,000
Q4 2022

Jan 23, 2023
BUY
$357.98 - $409.32 $1,431 - $1,637
4 Added 0.69%
582 $0
Q3 2022

Oct 21, 2022
SELL
$358.65 - $432.04 $20,801 - $25,058
-58 Reduced 9.12%
578 $207,000
Q2 2022

Jul 27, 2022
BUY
$366.99 - $458.8 $17,615 - $22,022
48 Added 8.16%
636 $241,000
Q1 2022

May 05, 2022
SELL
$418.06 - $479.84 $17,140 - $19,673
-41 Reduced 6.52%
588 $267,000
Q4 2021

May 05, 2022
BUY
$430.29 - $479.53 $270,652 - $301,624
629 New
629 $300,000

Others Institutions Holding IVV

# of Institutions
4,001
Shares Held
792M
Call Options Held
5.37M
Put Options Held
2.01M
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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