Pur Efi Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Pur Efi Wealth, LLC

$131 Billion
Q4 2025

A detailed history of Pur Efi Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 6,152 shares of IVV stock, worth $4.15 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

6,152

Previous 6,401 3.89%

Holding current value

$4.15 Million

Previous $4.28 Billion 1.64%

% of portfolio

3.23%

Previous 3.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$656.2 - $690.71 $163,393 - $171,986	-249 Reduced 3.89%	6,152 $4.21 Billion
Q3 2025 Oct 21, 2025	BUY	$620.67 - $670.08 $743,562 - $802,755	1,198 Added 23.03%	6,401 $4.28 Billion
Q2 2025 Jul 22, 2025	BUY	$498.8 - $620.9 $594,569 - $740,112	1,192 Added 29.72%	5,203 $3.23 Billion
Q1 2025 Apr 21, 2025	BUY	$554.06 - $615.85 $144,055 - $160,121	260 Added 6.93%	4,011 $2.25 Billion
Q4 2024 Jan 30, 2025	BUY	$570.51 - $610.59 $2.14 Million - $2.29 Million	3,751 New	3,751 $2.21 Billion

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Account

Pur Efi Wealth, LLC Ishares Core S&P 500 ETF Transaction History