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

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 3,079 shares of IVV stock, worth $2.08 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
3,079
Previous 3,085 0.19%
Holding current value
$2.08 Million
Previous $1.92 Million 7.52%
% of portfolio
1.01%
Previous 0.97%

Shares

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

Oct 15, 2025
SELL
$620.67 - $670.08 $3,724 - $4,020
-6 Reduced 0.19%
3,079 $2.06 Million
Q2 2025

Jul 17, 2025
BUY
$498.8 - $620.9 $10,973 - $13,659
22 Added 0.72%
3,085 $1.92 Million
Q1 2025

Apr 10, 2025
BUY
$554.06 - $615.85 $13,297 - $14,780
24 Added 0.79%
3,063 $1.72 Million
Q4 2024

Jan 13, 2025
BUY
$570.51 - $610.59 $1.73 Million - $1.86 Million
3,039 New
3,039 $1.79 Million
Q1 2024

Apr 10, 2024
BUY
$469.56 - $525.73 $143,215 - $160,347
305 Added 11.5%
2,957 $1.55 Million
Q4 2023

Jan 17, 2024
BUY
$412.55 - $479.0 $65,595 - $76,161
159 Added 6.38%
2,652 $1.27 Million
Q3 2023

Oct 12, 2023
BUY
$427.76 - $460.18 $1.07 Million - $1.15 Million
2,493 New
2,493 $1.07 Million
Q1 2023

Apr 17, 2023
SELL
$381.13 - $418.66 $20.3 Million - $22.3 Million
-53,179 Reduced 95.29%
2,631 $1.08 Million
Q4 2022

Jan 18, 2023
BUY
$357.98 - $409.32 $19 Million - $21.8 Million
53,138 Added 1988.7%
55,810 $3.56 Million
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $958,312 - $1.15 Million
2,672 New
2,672 $958,000

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email