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

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 906,088 shares of IVV stock, worth $612 Million. This represents 8.1% of its overall portfolio holdings.

Number of Shares

906,088

Previous 737,774 22.81%

Holding current value

$612 Million

Previous $458 Billion 32.39%

% of portfolio

8.1%

Previous 7.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$620.67 - $670.08 $104 Million - $113 Million	168,314 Added 22.81%	906,088 $606 Billion
Q2 2025 Aug 05, 2025	SELL	$498.8 - $620.9 $46.1 Million - $57.4 Million	-92,503 Reduced 11.14%	737,774 $458 Billion
Q1 2025 May 02, 2025	BUY	$554.06 - $615.85 $2.48 Million - $2.76 Million	4,478 Added 0.54%	830,277 $467 Billion
Q4 2024 Feb 05, 2025	BUY	$570.51 - $610.59 $106 Million - $114 Million	185,944 Added 29.06%	825,799 $486 Billion
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $8.87 Million - $9.83 Million	-17,043 Reduced 2.59%	639,855 $369 Billion

Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $67.6 Million - $74.6 Million	135,809 Added 26.06%	656,898 $359 Billion
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $245 Million - $274 Million	521,089 New	521,089 $274 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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