Heritage Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 889 shares of IVV stock, worth $600,350. This represents 0.17% of its overall portfolio holdings.

Number of Shares
889
Previous 913 2.63%
Holding current value
$600,350
Previous $567 Million 4.99%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 04, 2025
SELL
$620.67 - $670.08 $14,896 - $16,081
-24 Reduced 2.63%
889 $595 Million
Q2 2025

Aug 14, 2025
BUY
$498.8 - $620.9 $19,952 - $24,836
40 Added 4.58%
913 $567 Million
Q1 2025

Apr 29, 2025
SELL
$554.06 - $615.85 $20,500 - $22,786
-37 Reduced 4.07%
873 $491 Million
Q2 2024

Sep 09, 2024
BUY
$497.53 - $549.64 $452,752 - $500,172
910 New
910 $508 Million

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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