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

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 406 shares of IVV stock, worth $274,175. This represents 0.17% of its overall portfolio holdings.

Number of Shares
406
Previous 405 0.25%
Holding current value
$274,175
Previous $252 Million 8.11%
% of portfolio
0.17%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$620.67 - $670.08 $620 - $670
1 Added 0.25%
406 $272 Million
Q2 2025

Aug 14, 2025
BUY
$498.8 - $620.9 $202,014 - $251,464
405 New
405 $252 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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