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

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 16,083 shares of IVV stock, worth $10.9 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares

16,083

Previous 17,285 6.95%

Holding current value

$10.9 Million

Previous $11.6 Billion 4.78%

% of portfolio

3.82%

Previous 4.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$656.2 - $690.71 $788,752 - $830,233	-1,202 Reduced 6.95%	16,083 $11 Billion
Q3 2025 Oct 31, 2025	BUY	$620.67 - $670.08 $1.88 Million - $2.03 Million	3,026 Added 21.22%	17,285 $11.6 Billion
Q2 2025 Sep 25, 2025	BUY	$498.8 - $620.9 $505,284 - $628,971	1,013 Added 7.65%	14,259 $8.85 Billion
Q1 2025 May 15, 2025	BUY	$554.06 - $615.85 $684,818 - $761,190	1,236 Added 10.29%	13,246 $7.44 Billion
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $623,567 - $667,374	1,093 Added 10.01%	12,010 $7.07 Billion

Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $630,458 - $699,105	1,212 Added 12.49%	10,917 $6.3 Billion
Q2 2024 Aug 09, 2024	BUY	$497.53 - $549.64 $1.16 Million - $1.29 Million	2,341 Added 31.79%	9,705 $5.31 Billion
Q1 2024 May 17, 2024	BUY	$469.56 - $525.73 $598,689 - $670,305	1,275 Added 20.94%	7,364 $3.87 Billion
Q4 2023 Feb 01, 2024	BUY	$412.55 - $479.0 $440,603 - $511,572	1,068 Added 21.27%	6,089 $2.91 Billion
Q3 2023 Nov 13, 2023	BUY	$427.76 - $460.18 $17,965 - $19,327	42 Added 0.84%	5,021 $2.16 Billion
Q2 2023 Aug 09, 2023	BUY	$406.17 - $445.71 $3,655 - $4,011	9 Added 0.18%	4,979 $2.25 Billion
Q1 2023 May 15, 2023	BUY	$381.13 - $418.66 $1.89 Million - $2.08 Million	4,970 New	4,970 $2.05 Billion
Q4 2022 Nov 17, 2023	BUY	$357.98 - $409.32 $327,909 - $374,937	916 Added 74.23%	2,150 $826 Million
Q3 2022 Nov 17, 2023	SELL	$358.65 - $432.04 $1.36 Million - $1.64 Million	-3,787 Reduced 75.42%	1,234 $443 Million
Q2 2022 Nov 17, 2023	SELL	$366.99 - $458.8 $340,566 - $425,766	-928 Reduced 44.53%	1,156 $438 Million
Q1 2022 Nov 17, 2023	SELL	$418.06 - $479.84 $178,093 - $204,411	-426 Reduced 16.97%	2,084 $946 Million
Q4 2021 Nov 17, 2023	SELL	$430.29 - $479.53 $1.08 Million - $1.2 Million	-2,511 Reduced 50.01%	2,510 $1.2 Billion

Others Institutions Holding IVV

# of Institutions

4,172

Shares Held

796M

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

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