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

United Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of United Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Wealth Management, LLC holds 356 shares of IVV stock, worth $240,410. This represents 0.06% of its overall portfolio holdings.

Number of Shares
356
Previous 323 10.22%
Holding current value
$240,410
Previous $201 Million 18.79%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2025
BUY
$620.67 - $670.08 $20,482 - $22,112
33 Added 10.22%
356 $239 Million
Q2 2025

Aug 13, 2025
BUY
$498.8 - $620.9 $161,112 - $200,550
323 New
323 $201 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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