Taylor & Morgan Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 28,379 shares of IVV stock, worth $19.2 Million. This represents 11.3% of its overall portfolio holdings.

Number of Shares
28,379
Previous 29,365 3.36%
Holding current value
$19.2 Million
Previous $19.7 Million 2.49%
% of portfolio
11.3%
Previous 12.44%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$656.2 - $690.71 $647,013 - $681,040
-986 Reduced 3.36%
28,379 $19.2 Million
Q3 2025

Oct 14, 2025
BUY
$620.67 - $670.08 $311,576 - $336,380
502 Added 1.74%
29,365 $19.7 Million
Q2 2025

Jul 07, 2025
BUY
$498.8 - $620.9 $619,509 - $771,157
1,242 Added 4.5%
28,863 $17.9 Million
Q1 2025

Apr 08, 2025
SELL
$554.06 - $615.85 $254,313 - $282,675
-459 Reduced 1.63%
27,621 $15.4 Million
Q4 2024

Jan 15, 2025
SELL
$570.51 - $610.59 $170,011 - $181,955
-298 Reduced 1.05%
28,080 $16.5 Million
Q3 2024

Oct 24, 2024
SELL
$520.18 - $576.82 $39,013 - $43,261
-75 Reduced 0.26%
28,378 $16.4 Million
Q2 2024

Jul 16, 2024
BUY
$497.53 - $549.64 $449,269 - $496,324
903 Added 3.28%
28,453 $15.6 Million
Q1 2024

Apr 15, 2024
BUY
$469.56 - $525.73 $69,025 - $77,282
147 Added 0.54%
27,550 $14.5 Million
Q4 2023

Jan 10, 2024
BUY
$412.55 - $479.0 $793,333 - $921,117
1,923 Added 7.55%
27,403 $13.1 Million
Q3 2023

Oct 05, 2023
SELL
$427.76 - $460.18 $1.13 Million - $1.21 Million
-2,635 Reduced 9.37%
25,480 $10.9 Million
Q2 2023

Jul 13, 2023
BUY
$406.17 - $445.71 $656,370 - $720,267
1,616 Added 6.1%
28,115 $12.5 Million
Q1 2023

Apr 06, 2023
BUY
$381.13 - $418.66 $40,399 - $44,377
106 Added 0.4%
26,499 $10.9 Million
Q4 2022

Jan 17, 2023
SELL
$357.98 - $409.32 $214,430 - $245,182
-599 Reduced 2.22%
26,393 $0
Q3 2022

Oct 12, 2022
BUY
$358.65 - $432.04 $1.94 Million - $2.33 Million
5,400 Added 25.01%
26,992 $9.68 Million
Q2 2022

Jul 08, 2022
SELL
$366.99 - $458.8 $19,817 - $24,775
-54 Reduced 0.25%
21,592 $8.19 Million
Q1 2022

Apr 18, 2022
SELL
$418.06 - $479.84 $162,625 - $186,657
-389 Reduced 1.77%
21,646 $9.82 Million
Q4 2021

Jan 21, 2022
BUY
$430.29 - $479.53 $9.48 Million - $10.6 Million
22,035 New
22,035 $10.5 Million

Others Institutions Holding IVV

# of Institutions
4,196
Shares Held
797M
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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