Reuter James Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Reuter James Wealth Management, LLC

$633 Million
Q4 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 1,201 shares of IVV stock, worth $811,047. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,201

Previous 1,178 1.95%

Holding current value

$811,047

Previous $788,000 2.92%

% of portfolio

0.13%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$656.2 - $690.71 $15,092 - $15,886	23 Added 1.95%	1,201 $811,000
Q3 2025 Oct 14, 2025	BUY	$620.67 - $670.08 $25,447 - $27,473	41 Added 3.61%	1,178 $788,000
Q2 2025 Jul 24, 2025	BUY	$498.8 - $620.9 $23,942 - $29,803	48 Added 4.41%	1,137 $705,000
Q1 2025 Apr 14, 2025	SELL	$554.06 - $615.85 $19,392 - $21,554	-35 Reduced 3.11%	1,089 $607,000
Q4 2024 Jan 24, 2025	SELL	$570.51 - $610.59 $21,679 - $23,202	-38 Reduced 3.27%	1,124 $661,000

Q3 2024 Nov 08, 2024	BUY	$520.18 - $576.82 $604,449 - $670,264	1,162 New	1,162 $670,000
Q1 2022 Apr 14, 2022	SELL	$418.06 - $479.84 $16.3 Million - $18.7 Million	-38,924 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$430.29 - $479.53 $16.7 Million - $18.7 Million	38,924 New	38,924 $18.6 Million

Others Institutions Holding IVV

# of Institutions

4,208

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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Reuter James Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History