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

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Yardley Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 458 shares of IVV stock, worth $291,191. This represents 0.16% of its overall portfolio holdings.

Number of Shares
458
Previous 470 2.55%
Holding current value
$291,191
Previous $264,000 7.58%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jul 22, 2025
SELL
$498.8 - $620.9 $5,985 - $7,450
-12 Reduced 2.55%
458 $284,000
Q1 2025

Apr 25, 2025
SELL
$554.06 - $615.85 $505,302 - $561,655
-912 Reduced 65.99%
470 $264,000
Q4 2024

Feb 10, 2025
BUY
$570.51 - $610.59 $515,741 - $551,973
904 Added 189.12%
1,382 $808,000
Q3 2024

Nov 08, 2024
BUY
$520.18 - $576.82 $248,646 - $275,719
478 New
478 $276,000

Others Institutions Holding IVV

# of Institutions
3,979
Shares Held
803M
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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