White Lighthouse Investment Management Inc. Ishares Core S&P 500 ETF Transaction History

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 2,185 shares of IVV stock, worth $1.47 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,185
Previous 2,147 1.77%
Holding current value
$1.47 Million
Previous $1.21 Million 12.44%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Jul 30, 2025
BUY
$498.8 - $620.9 $18,954 - $23,594
38 Added 1.77%
2,185 $1.36 Million
Q1 2025

May 12, 2025
SELL
$554.06 - $615.85 $17,729 - $19,707
-32 Reduced 1.47%
2,147 $1.21 Million
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $26,813 - $28,697
47 Added 2.2%
2,179 $1.28 Million
Q3 2024

Oct 30, 2024
SELL
$520.18 - $576.82 $36,412 - $40,377
-70 Reduced 3.18%
2,132 $1.23 Million
Q2 2024

Jul 15, 2024
BUY
$497.53 - $549.64 $81,097 - $89,591
163 Added 7.99%
2,202 $1.21 Million
Q1 2024

May 07, 2024
BUY
$469.56 - $525.73 $27,234 - $30,492
58 Added 2.93%
2,039 $1.07 Million
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $25,990 - $30,177
63 Added 3.28%
1,981 $946,000
Q3 2023

Oct 18, 2023
BUY
$427.76 - $460.18 $52,614 - $56,602
123 Added 6.85%
1,918 $823,000
Q2 2023

Aug 07, 2023
BUY
$406.17 - $445.71 $9,748 - $10,697
24 Added 1.36%
1,795 $800,000
Q1 2023

Apr 20, 2023
SELL
$381.13 - $418.66 $27,822 - $30,562
-73 Reduced 3.96%
1,771 $728,000
Q4 2022

Jan 24, 2023
BUY
$357.98 - $409.32 $160,733 - $183,784
449 Added 32.19%
1,844 $0
Q3 2022

Oct 18, 2022
SELL
$358.65 - $432.04 $9,683 - $11,665
-27 Reduced 1.9%
1,395 $500,000
Q2 2022

Jul 20, 2022
SELL
$366.99 - $458.8 $42,937 - $53,679
-117 Reduced 7.6%
1,422 $539,000
Q1 2022

Apr 20, 2022
SELL
$418.06 - $479.84 $418 - $479
-1 Reduced 0.06%
1,539 $698,000
Q4 2021

Jan 12, 2022
BUY
$430.29 - $479.53 $11,187 - $12,467
26 Added 1.72%
1,540 $735,000
Q3 2021

Oct 20, 2021
BUY
$426.8 - $455.27 $20,486 - $21,852
48 Added 3.27%
1,514 $652,000
Q2 2021

Jul 26, 2021
SELL
$402.08 - $429.92 $16,485 - $17,626
-41 Reduced 2.72%
1,466 $630,000
Q1 2021

May 07, 2021
BUY
$370.22 - $398.75 $10,736 - $11,563
29 Added 1.96%
1,507 $600,000
Q4 2020

Feb 03, 2021
BUY
$327.62 - $375.39 $6,880 - $7,883
21 Added 1.44%
1,478 $555,000
Q3 2020

Oct 15, 2020
SELL
$311.81 - $359.24 $82,629 - $95,198
-265 Reduced 15.39%
1,457 $490,000
Q2 2020

Jul 23, 2020
BUY
$246.8 - $324.4 $117,230 - $154,090
475 Added 38.09%
1,722 $533,000
Q1 2020

Apr 07, 2020
BUY
$224.65 - $339.88 $280,138 - $423,830
1,247 New
1,247 $322,000

Others Institutions Holding IVV

# of Institutions
4,027
Shares Held
744M
Call Options Held
4.19M
Put Options Held
2.82M
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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