Heritage Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Management, Inc.

$360 Billion
Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 834 shares of IVV stock, worth $563,208. This represents 0.16% of its overall portfolio holdings.

Number of Shares

834

Previous 889 6.19%

Holding current value

$563,208

Previous $595 Million 3.99%

% of portfolio

0.16%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$656.2 - $690.71 $36,091 - $37,989	-55 Reduced 6.19%	834 $572 Million
Q3 2025 Nov 04, 2025	SELL	$620.67 - $670.08 $14,896 - $16,081	-24 Reduced 2.63%	889 $595 Million
Q2 2025 Aug 14, 2025	BUY	$498.8 - $620.9 $19,952 - $24,836	40 Added 4.58%	913 $567 Million
Q1 2025 Apr 29, 2025	SELL	$554.06 - $615.85 $20,500 - $22,786	-37 Reduced 4.07%	873 $491 Million
Q2 2024 Sep 09, 2024	BUY	$497.53 - $549.64 $452,752 - $500,172	910 New	910 $508 Million

Others Institutions Holding IVV

# of Institutions

4,202

Shares Held

795M

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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Heritage Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History