Strait & Sound Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Strait & Sound Wealth Management LLC

$261 Billion
Q3 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 598 shares of IVV stock, worth $403,835. This represents 0.15% of its overall portfolio holdings.

Number of Shares

598

Previous 587 1.87%

Holding current value

$403,835

Previous $364 Million 9.82%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$620.67 - $670.08 $6,827 - $7,370	11 Added 1.87%	598 $400 Million
Q2 2025 Jul 31, 2025	BUY	$498.8 - $620.9 $2,494 - $3,104	5 Added 0.86%	587 $364 Million
Q3 2024 Nov 15, 2024	SELL	$520.18 - $576.82 $61,381 - $68,064	-118 Reduced 16.86%	582 $336 Million
Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $348,271 - $384,748	700 New	700 $383 Million
Q2 2023 Aug 29, 2023	SELL	$406.17 - $445.71 $283,912 - $311,551	-699 Closed	0 $0

Q1 2023 Aug 29, 2023	SELL	$381.13 - $418.66 $2,286 - $2,511	-6 Reduced 0.85%	699 $287 Million
Q4 2022 Feb 16, 2023	BUY	$357.98 - $409.32 $252,375 - $288,570	705 New	705 $282 Million

Others Institutions Holding IVV

# of Institutions

4,140

Shares Held

789M

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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Strait & Sound Wealth Management LLC Ishares Core S&P 500 ETF Transaction History