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

Kellett Schaffner Wealth Advisors LLC

  • $139 Million
  • Q3 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 380 shares of IVV stock, worth $256,617. This represents 0.18% of its overall portfolio holdings.

Number of Shares
380
Previous 330 15.15%
Holding current value
$256,617
Previous $204,000 24.51%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 21, 2025
BUY
$620.67 - $670.08 $31,033 - $33,504
50 Added 15.15%
380 $254,000
Q2 2025

Jul 25, 2025
BUY
$498.8 - $620.9 $164,604 - $204,897
330 New
330 $204,000

Others Institutions Holding IVV

# of Institutions
4,143
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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