A detailed history of Whipplewood Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,322 shares of IVV stock, worth $2.21 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
3,322
Previous 49 6679.59%
Holding current value
$2.21 Million
Previous $1.83 Billion 12.74%
% of portfolio
1.13%
Previous 1.08%

Shares

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

Jul 31, 2025

BUY
$498.8 - $620.9 $1.63 Million - $2.03 Million
3,273 Added 6679.59%
3,322 $2.06 Billion
Q1 2025

Apr 09, 2025

SELL
$554.06 - $615.85 $1.79 Million - $1.99 Million
-3,238 Reduced 98.51%
49 $1.83 Billion
Q4 2024

Feb 04, 2025

BUY
$570.51 - $610.59 $1.88 Million - $2.01 Million
3,287 New
3,287 $1.93 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.