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

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 473 shares of IVV stock, worth $302,748. This represents 0.09% of its overall portfolio holdings.

Number of Shares
473
Previous 496 4.64%
Holding current value
$302,748
Previous $278,000 5.4%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 15, 2025
SELL
$498.8 - $620.9 $11,472 - $14,280
-23 Reduced 4.64%
473 $293,000
Q1 2025

Apr 28, 2025
SELL
$554.06 - $615.85 $2,770 - $3,079
-5 Reduced 1.0%
496 $278,000
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $8,557 - $9,158
15 Added 3.09%
501 $294,000
Q3 2024

Oct 21, 2024
SELL
$520.18 - $576.82 $19,246 - $21,342
-37 Reduced 7.07%
486 $280,000
Q2 2024

Jul 23, 2024
SELL
$497.53 - $549.64 $995 - $1,099
-2 Reduced 0.38%
523 $286,000
Q1 2024

Apr 22, 2024
BUY
$469.56 - $525.73 $246,519 - $276,008
525 New
525 $276,000

Others Institutions Holding IVV

# of Institutions
3,964
Shares Held
812M
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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