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

Marietta Wealth Management, LLC

  • $762 Million
  • Q3 2025

A detailed history of Marietta Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 7,346 shares of IVV stock, worth $4.96 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
7,346
Previous 7,249 1.34%
Holding current value
$4.96 Million
Previous $4.5 Million 9.24%
% of portfolio
0.65%
Previous 0.62%

Shares

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

Oct 20, 2025
BUY
$620.67 - $670.08 $60,204 - $64,997
97 Added 1.34%
7,346 $4.92 Million
Q2 2025

Jul 22, 2025
BUY
$498.8 - $620.9 $8,978 - $11,176
18 Added 0.25%
7,249 $4.5 Million
Q1 2025

Apr 22, 2025
BUY
$554.06 - $615.85 $42,662 - $47,420
77 Added 1.08%
7,231 $4.06 Million
Q4 2024

Jan 23, 2025
SELL
$570.51 - $610.59 $27,954 - $29,918
-49 Reduced 0.68%
7,154 $4.21 Million
Q3 2024

Oct 22, 2024
SELL
$520.18 - $576.82 $21,847 - $24,226
-42 Reduced 0.58%
7,203 $4.15 Million
Q2 2024

Jul 19, 2024
SELL
$497.53 - $549.64 $1,990 - $2,198
-4 Reduced 0.06%
7,245 $3.96 Million
Q1 2024

Apr 25, 2024
SELL
$469.56 - $525.73 $35,686 - $39,955
-76 Reduced 1.04%
7,249 $3.81 Million
Q4 2023

Jan 30, 2024
BUY
$412.55 - $479.0 $4,125 - $4,790
10 Added 0.14%
7,325 $3.5 Million
Q3 2023

Oct 30, 2023
BUY
$427.76 - $460.18 $16,682 - $17,947
39 Added 0.54%
7,315 $3.14 Million
Q2 2023

Jul 18, 2023
BUY
$406.17 - $445.71 $4,874 - $5,348
12 Added 0.17%
7,276 $3.24 Million
Q1 2023

Apr 27, 2023
SELL
$381.13 - $418.66 $1.57 Million - $1.72 Million
-4,111 Reduced 36.14%
7,264 $2.99 Million
Q4 2022

Jan 30, 2023
BUY
$357.98 - $409.32 $1.5 Million - $1.72 Million
4,196 Added 58.45%
11,375 $4.37 Million
Q3 2022

Oct 20, 2022
SELL
$358.65 - $432.04 $210,527 - $253,607
-587 Reduced 7.56%
7,179 $2.58 Million
Q2 2022

Aug 08, 2022
BUY
$366.99 - $458.8 $137,621 - $172,050
375 Added 5.07%
7,766 $2.94 Million
Q1 2022

Apr 12, 2022
SELL
$418.06 - $479.84 $15,886 - $18,233
-38 Reduced 0.51%
7,391 $3.35 Million
Q4 2021

Jan 28, 2022
BUY
$430.29 - $479.53 $27,968 - $31,169
65 Added 0.88%
7,429 $3.54 Million
Q3 2021

Nov 12, 2021
BUY
$426.8 - $455.27 $20,059 - $21,397
47 Added 0.64%
7,364 $3.17 Million
Q2 2021

Aug 12, 2021
SELL
$402.08 - $429.92 $54,682 - $58,469
-136 Reduced 1.82%
7,317 $3.15 Million
Q1 2021

May 06, 2021
SELL
$370.22 - $398.75 $74,784 - $80,547
-202 Reduced 2.64%
7,453 $2.97 Million
Q4 2020

Feb 09, 2021
BUY
$327.62 - $375.39 $263,406 - $301,813
804 Added 11.74%
7,655 $2.87 Million
Q3 2020

Nov 04, 2020
BUY
$311.81 - $359.24 $255,996 - $294,936
821 Added 13.62%
6,851 $2.3 Million
Q2 2020

Aug 05, 2020
BUY
$246.8 - $324.4 $45,411 - $59,689
184 Added 3.15%
6,030 $1.87 Million
Q1 2020

May 14, 2020
BUY
$224.65 - $339.88 $811,211 - $1.23 Million
3,611 Added 161.57%
5,846 $1.51 Million
Q4 2019

Feb 07, 2020
BUY
$289.63 - $324.32 $36,493 - $40,864
126 Added 5.97%
2,235 $722,000
Q3 2019

Nov 14, 2019
BUY
$285.57 - $303.77 $28,842 - $30,680
101 Added 5.03%
2,109 $630,000
Q2 2019

Aug 14, 2019
SELL
$276.38 - $296.02 $33,718 - $36,114
-122 Reduced 5.73%
2,008 $592,000
Q1 2019

May 09, 2019
SELL
$245.43 - $286.57 $762,305 - $890,086
-3,106 Reduced 59.32%
2,130 $606,000
Q4 2018

Feb 05, 2019
BUY
$236.09 - $293.95 $857,006 - $1.07 Million
3,630 Added 226.03%
5,236 $1.32 Million
Q3 2018

Nov 13, 2018
BUY
$272.73 - $295.76 $41,182 - $44,659
151 Added 10.38%
1,606 $470,000
Q2 2018

Aug 08, 2018
BUY
$259.21 - $280.89 $50,027 - $54,211
193 Added 15.29%
1,455 $397,000
Q1 2018

May 14, 2018
SELL
$259.62 - $288.66 $1.8 Million - $2 Million
-6,916 Reduced 84.57%
1,262 $335,000
Q4 2017

Feb 06, 2018
BUY
$253.97 - $271.47 $723,052 - $772,875
2,847 Added 53.4%
8,178 $2.2 Million
Q3 2017

Nov 13, 2017
BUY
$246.18 - $253.1 $1.31 Million - $1.35 Million
5,331
5,331 $1.35 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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