Kagan Cocozza Asset Management Ishares Core S&P 500 ETF Transaction History

Kagan Cocozza Asset Management

  • $132 Billion
  • Q3 2025

A detailed history of Kagan Cocozza Asset Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 3,135 shares of IVV stock, worth $2.12 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
3,135
Previous 4,751 34.01%
Holding current value
$2.12 Million
Previous $2.95 Billion 28.87%
% of portfolio
1.59%
Previous 2.26%

Shares

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

Oct 21, 2025
SELL
$620.67 - $670.08 $1 Million - $1.08 Million
-1,616 Reduced 34.01%
3,135 $2.1 Billion
Q2 2025

Jul 15, 2025
SELL
$498.8 - $620.9 $9,976 - $12,418
-20 Reduced 0.42%
4,751 $2.95 Billion
Q1 2025

May 08, 2025
SELL
$554.06 - $615.85 $52,081 - $57,889
-94 Reduced 1.93%
4,771 $2.68 Billion
Q4 2024

Apr 11, 2025
BUY
$570.51 - $610.59 $2.78 Million - $2.97 Million
4,865 New
4,865 $2.86 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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