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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 7,651 shares of IVV stock, worth $5.17 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
7,651
Previous 7,498 2.04%
Holding current value
$5.17 Million
Previous $4.21 Billion 12.75%
% of portfolio
3.8%
Previous 3.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$498.8 - $620.9 $76,316 - $94,997
153 Added 2.04%
7,651 $4.75 Billion
Q1 2025

Apr 14, 2025
BUY
$554.06 - $615.85 $113,028 - $125,633
204 Added 2.8%
7,498 $4.21 Billion
Q4 2024

Feb 03, 2025
BUY
$570.51 - $610.59 $4.16 Million - $4.45 Million
7,294 New
7,294 $4.29 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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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