Wealth Navi Inc. Ishares Core S&P 500 ETF Transaction History

Wealth Navi Inc.

$10.8 Billion
Q3 2025

A detailed history of Wealth Navi Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Navi Inc. holds 500,587 shares of IVV stock, worth $338 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

500,587

Previous 430,497 16.28%

Holding current value

$338 Million

Previous $267 Million 25.35%

% of portfolio

3.11%

Previous 2.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$620.67 - $670.08 $43.5 Million - $47 Million	70,090 Added 16.28%	500,587 $335 Million
Q2 2025 Jul 18, 2025	BUY	$498.8 - $620.9 $33.9 Million - $42.2 Million	68,041 Added 18.77%	430,497 $267 Million
Q1 2025 Apr 14, 2025	BUY	$554.06 - $615.85 $43.7 Million - $48.6 Million	78,872 Added 27.81%	362,456 $204 Million
Q4 2024 Feb 06, 2025	BUY	$570.51 - $610.59 $38.8 Million - $41.6 Million	68,050 Added 31.57%	283,584 $167 Million
Q3 2024 Oct 23, 2024	BUY	$520.18 - $576.82 $41.3 Million - $45.8 Million	79,460 Added 58.39%	215,534 $124 Million

Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $36.3 Million - $40.1 Million	73,029 Added 115.84%	136,074 $74.5 Million
Q1 2024 Apr 17, 2024	BUY	$469.56 - $525.73 $29.6 Million - $33.1 Million	63,026 Added 331715.78%	63,045 $33.1 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $7,838 - $9,101	19 New	19 $9,000

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

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 Wealth Navi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Navi Inc. with notifications on news.

Account