Measured Wealth Private Client Group, LLC Ishares Core S&P 500 ETF Transaction History

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 8,107 shares of IVV stock, worth $5.47 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
8,107
Previous 7,917 2.4%
Holding current value
$5.47 Million
Previous $4.92 Million 10.4%
% of portfolio
1.49%
Previous 1.49%

Shares

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

Nov 14, 2025
BUY
$620.67 - $670.08 $117,927 - $127,315
190 Added 2.4%
8,107 $5.43 Million
Q1 2025

May 12, 2025
SELL
$554.06 - $615.85 $13,297 - $14,780
-24 Reduced 0.3%
7,917 $4.45 Million
Q4 2024

Jan 27, 2025
SELL
$570.51 - $610.59 $131,217 - $140,435
-230 Reduced 2.81%
7,941 $4.67 Million
Q3 2024

Oct 25, 2024
SELL
$520.18 - $576.82 $84,269 - $93,444
-162 Reduced 1.94%
8,171 $4.71 Million
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $225,878 - $249,536
-454 Reduced 5.17%
8,333 $4.56 Million
Q1 2024

Apr 18, 2024
SELL
$469.56 - $525.73 $149,789 - $167,707
-319 Reduced 3.5%
8,787 $4.62 Million
Q4 2023

Feb 06, 2024
SELL
$412.55 - $479.0 $10,726 - $12,454
-26 Reduced 0.28%
9,106 $4.35 Million
Q3 2023

Oct 18, 2023
SELL
$427.76 - $460.18 $248,528 - $267,364
-581 Reduced 5.98%
9,132 $3.92 Million
Q2 2023

Jul 20, 2023
SELL
$406.17 - $445.71 $221,362 - $242,911
-545 Reduced 5.31%
9,713 $4.33 Million
Q1 2023

May 01, 2023
SELL
$381.13 - $418.66 $36,969 - $40,610
-97 Reduced 0.94%
10,258 $4.22 Million
Q4 2022

Jan 23, 2023
BUY
$357.98 - $409.32 $98,086 - $112,153
274 Added 2.72%
10,355 $0
Q3 2022

Oct 27, 2022
BUY
$358.65 - $432.04 $46,983 - $56,597
131 Added 1.32%
10,081 $3.62 Million
Q2 2022

Jul 25, 2022
SELL
$366.99 - $458.8 $971,789 - $1.21 Million
-2,648 Reduced 21.02%
9,950 $3.77 Million
Q1 2022

May 03, 2022
SELL
$418.06 - $479.84 $341,973 - $392,509
-818 Reduced 6.1%
12,598 $5.72 Million
Q4 2021

Jan 28, 2022
SELL
$430.29 - $479.53 $61,531 - $68,572
-143 Reduced 1.05%
13,416 $6.4 Million
Q3 2021

Nov 01, 2021
SELL
$426.8 - $455.27 $562,095 - $599,590
-1,317 Reduced 8.85%
13,559 $5.84 Million
Q2 2021

Aug 05, 2021
SELL
$402.08 - $429.92 $10,052 - $10,748
-25 Reduced 0.17%
14,876 $6.4 Million
Q1 2021

May 04, 2021
SELL
$370.22 - $398.75 $4,442 - $4,785
-12 Reduced 0.08%
14,901 $5.93 Million
Q4 2020

Jan 20, 2021
SELL
$327.62 - $375.39 $20,312 - $23,274
-62 Reduced 0.41%
14,913 $5.6 Million
Q3 2020

Oct 15, 2020
SELL
$311.81 - $359.24 $273,145 - $314,694
-876 Reduced 5.53%
14,975 $5.03 Million
Q2 2020

Aug 03, 2020
SELL
$246.8 - $324.4 $115,502 - $151,819
-468 Reduced 2.87%
15,851 $4.91 Million
Q1 2020

Apr 22, 2020
SELL
$224.65 - $339.88 $165,117 - $249,811
-735 Reduced 4.31%
16,319 $4.22 Million
Q4 2019

Jan 15, 2020
SELL
$289.63 - $324.32 $557,537 - $624,316
-1,925 Reduced 10.14%
17,054 $5.51 Million
Q3 2019

Oct 11, 2019
SELL
$285.57 - $303.77 $8.68 Million - $9.23 Million
-30,381 Reduced 61.55%
18,979 $5.67 Million
Q2 2019

Jul 26, 2019
SELL
$276.38 - $296.02 $790,999 - $847,209
-2,862 Reduced 5.48%
49,360 $14.5 Million
Q1 2019

May 07, 2019
BUY
$245.43 - $286.57 $430,484 - $502,643
1,754 Added 3.48%
52,222 $14.9 Million
Q4 2018

Feb 07, 2019
BUY
$236.09 - $293.95 $412,449 - $513,530
1,747 Added 3.59%
50,468 $12.7 Million
Q3 2018

Nov 14, 2018
BUY
$272.73 - $295.76 $621,006 - $673,445
2,277 Added 4.9%
48,721 $14.3 Million
Q2 2018

Aug 14, 2018
BUY
$259.21 - $280.89 $1.15 Million - $1.25 Million
4,438 Added 10.57%
46,444 $12.7 Million
Q3 2017

Feb 15, 2018
BUY
$246.18 - $253.1 $10.3 Million - $10.6 Million
42,006
42,006 $10.6 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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