Merkkuri Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Merkkuri Wealth Advisors LLC

$138 Billion
Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 1,719 shares of IVV stock, worth $1.16 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

1,719

Previous 2,842 39.51%

Holding current value

$1.16 Million

Previous $1.76 Billion 34.82%

% of portfolio

0.83%

Previous 1.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$620.67 - $670.08 $697,012 - $752,499	-1,123 Reduced 39.51%	1,719 $1.15 Billion
Q2 2025 Aug 04, 2025	SELL	$498.8 - $620.9 $1.5 Million - $1.87 Million	-3,012 Reduced 51.45%	2,842 $1.76 Billion
Q1 2025 Apr 22, 2025	SELL	$554.06 - $615.85 $280,908 - $312,235	-507 Reduced 7.97%	5,854 $3.29 Billion
Q4 2024 Jan 21, 2025	SELL	$570.51 - $610.59 $440,433 - $471,375	-772 Reduced 10.82%	6,361 $3.74 Billion
Q3 2024 Oct 23, 2024	SELL	$520.18 - $576.82 $757,902 - $840,426	-1,457 Reduced 16.96%	7,133 $4.11 Billion

Q2 2024 Oct 23, 2024	BUY	$497.53 - $549.64 $4.27 Million - $4.72 Million	8,590 New	8,590 $4.7 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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Merkkuri Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History