Shira Ridge Wealth Management Ishares Core S&P 500 ETF Transaction History

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 431 shares of IVV stock, worth $291,058. This represents 0.12% of its overall portfolio holdings.

Number of Shares
431
Previous 359 20.06%
Holding current value
$291,058
Previous $223 Million 29.55%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 20, 2025
BUY
$620.67 - $670.08 $44,688 - $48,245
72 Added 20.06%
431 $289 Million
Q2 2025

Jul 09, 2025
BUY
$498.8 - $620.9 $179,069 - $222,903
359 New
359 $223 Million
Q3 2024

Oct 10, 2024
BUY
$520.18 - $576.82 $182,583 - $202,463
351 New
351 $203 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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