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

Legacy Wealth Management, Inc

$1.7 Billion
Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 537,532 shares of IVV stock, worth $363 Million. This represents 21.19% of its overall portfolio holdings.

Number of Shares

537,532

Previous 530,045 1.41%

Holding current value

$363 Million

Previous $329 Million 9.32%

% of portfolio

21.19%

Previous 20.48%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$620.67 - $670.08 $4.65 Million - $5.02 Million	7,487 Added 1.41%	537,532 $360 Million
Q2 2025 Jul 17, 2025	BUY	$498.8 - $620.9 $11.2 Million - $13.9 Million	22,448 Added 4.42%	530,045 $329 Million
Q1 2025 Apr 24, 2025	SELL	$554.06 - $615.85 $3.31 Million - $3.68 Million	-5,979 Reduced 1.16%	507,597 $285 Million
Q4 2024 Jan 21, 2025	BUY	$570.51 - $610.59 $5.57 Million - $5.96 Million	9,765 Added 1.94%	513,576 $302 Million
Q3 2024 Oct 24, 2024	BUY	$520.18 - $576.82 $4.49 Million - $4.97 Million	8,624 Added 1.74%	503,811 $291 Million

Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $4.13 Million - $4.56 Million	8,303 Added 1.71%	495,187 $271 Million
Q1 2024 Apr 12, 2024	BUY	$469.56 - $525.73 $228 Million - $255 Million	485,503 Added 35155.9%	486,884 $256 Million
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $24,753 - $28,740	60 Added 4.54%	1,381 $659,000
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $406 - $445	1 Added 0.08%	1,321 $588,000
Q1 2023 Apr 11, 2023	BUY	$381.13 - $418.66 $73,558 - $80,801	193 Added 17.13%	1,320 $542,000
Q4 2022 Jan 17, 2023	SELL	$357.98 - $409.32 $53,339 - $60,988	-149 Reduced 11.68%	1,127 $0
Q3 2022 Oct 12, 2022	BUY	$358.65 - $432.04 $358 - $432	1 Added 0.08%	1,276 $458,000
Q2 2022 Jul 22, 2022	SELL	$366.99 - $458.8 $80,003 - $100,018	-218 Reduced 14.6%	1,275 $483,000
Q4 2021 Jan 19, 2022	BUY	$430.29 - $479.53 $63,252 - $70,490	147 Added 10.92%	1,493 $712,000
Q3 2021 Oct 15, 2021	BUY	$426.8 - $455.27 $44,814 - $47,803	105 Added 8.46%	1,346 $580,000
Q2 2021 Jul 14, 2021	BUY	$402.08 - $429.92 $79,611 - $85,124	198 Added 18.98%	1,241 $534,000
Q1 2021 Apr 20, 2021	BUY	$370.22 - $398.75 $386,139 - $415,896	1,043 New	1,043 $415,000
Q1 2020 Apr 09, 2020	SELL	$224.65 - $339.88 $186,908 - $282,780	-832 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$289.63 - $324.32 $240,972 - $269,834	832 New	832 $269,000

Others Institutions Holding IVV

# of Institutions

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

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