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

Graham Capital Wealth Management, LLC

  • $77.6 Million
  • Q4 2025

A detailed history of Graham Capital Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Graham Capital Wealth Management, LLC holds 428 shares of IVV stock, worth $289,032. This represents 0.37% of its overall portfolio holdings.

Number of Shares
428
Previous 428 -0.0%
Holding current value
$289,032
Previous $286,000 1.05%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Aug 12, 2025
SELL
$498.8 - $620.9 $115,721 - $144,048
-232 Reduced 35.15%
428 $265,000
Q1 2025

May 07, 2025
BUY
$554.06 - $615.85 $9,973 - $11,085
18 Added 2.8%
660 $370,000
Q3 2024

Oct 24, 2024
BUY
$520.18 - $576.82 $333,955 - $370,318
642 New
642 $370,000

Others Institutions Holding IVV

# of Institutions
4,163
Shares Held
795M
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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