New Edge Wealth, LLC Ishares Core S&P 500 ETF Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 34,737 shares of IVV stock, worth $23.5 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
34,737
Previous 20,028 73.44%
Holding current value
$23.5 Million
Previous $12.4 Million 86.96%
% of portfolio
0.35%
Previous 0.21%

Shares

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

Nov 07, 2025
BUY
$620.67 - $670.08 $9.13 Million - $9.86 Million
14,709 Added 73.44%
34,737 $23.2 Million
Q2 2025

Aug 11, 2025
BUY
$498.8 - $620.9 $2.92 Million - $3.64 Million
5,864 Added 41.4%
20,028 $12.4 Million
Q1 2025

May 09, 2025
SELL
$554.06 - $615.85 $267,610 - $297,455
-483 Reduced 3.3%
14,164 $7.96 Million
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $1.1 Million - $1.18 Million
1,930 Added 15.18%
14,647 $8.62 Million
Q3 2024

Nov 12, 2024
BUY
$520.18 - $576.82 $886,386 - $982,901
1,704 Added 15.47%
12,717 $7.34 Million
Q2 2024

Aug 01, 2024
SELL
$497.53 - $549.64 $956,750 - $1.06 Million
-1,923 Reduced 14.87%
11,013 $6.03 Million
Q1 2024

May 06, 2024
BUY
$469.56 - $525.73 $2.08 Million - $2.33 Million
4,437 Added 52.21%
12,936 $6.8 Million
Q4 2023

Jan 29, 2024
SELL
$412.55 - $479.0 $280,534 - $325,720
-680 Reduced 7.41%
8,499 $4.06 Million
Q3 2023

Nov 08, 2023
BUY
$427.76 - $460.18 $373,006 - $401,276
872 Added 10.5%
9,179 $3.94 Million
Q2 2023

Aug 09, 2023
BUY
$406.17 - $445.71 $1.69 Million - $1.86 Million
4,168 Added 100.7%
8,307 $3.7 Million
Q1 2023

May 08, 2023
SELL
$381.13 - $418.66 $1.95 Million - $2.14 Million
-5,123 Reduced 55.31%
4,139 $1.7 Million
Q4 2022

Feb 14, 2023
BUY
$357.98 - $409.32 $1.97 Million - $2.25 Million
5,506 Added 146.59%
9,262 $3.56 Million
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $435,401 - $524,496
1,214 Added 47.76%
3,756 $1.35 Million
Q2 2022

Aug 09, 2022
BUY
$366.99 - $458.8 $464,976 - $581,299
1,267 Added 99.37%
2,542 $964,000
Q1 2022

May 10, 2022
SELL
$418.06 - $479.84 $2.08 Million - $2.38 Million
-4,967 Reduced 79.57%
1,275 $578,000
Q4 2021

Jan 31, 2022
BUY
$430.29 - $479.53 $2.69 Million - $2.99 Million
6,242 New
6,242 $2.98 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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