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

Perissos Private Wealth Management, LLC

  • $137 Billion
  • Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 13,975 shares of IVV stock, worth $9.44 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares
13,975
Previous 18,915 26.12%
Holding current value
$9.44 Million
Previous $11.7 Billion 20.36%
% of portfolio
6.81%
Previous 9.28%

Shares

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

Nov 14, 2025
SELL
$620.67 - $670.08 $3.07 Million - $3.31 Million
-4,940 Reduced 26.12%
13,975 $9.35 Billion
Q2 2025

Jul 31, 2025
BUY
$498.8 - $620.9 $9 Million - $11.2 Million
18,045 Added 2074.14%
18,915 $11.7 Billion
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $482,032 - $535,789
870 New
870 $489 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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