Dakota Wealth Management
Position in IVV — iShares Core S&P 500 ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IVV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVV | $175,533,204 | 268,724 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 IVV | $187,518,763 | 273,774 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 IVV | $177,994,311 | 265,941 | Shares | Defined | 2026-08-26 | |
| 2020-12-31 IVV | $2,833,067 | 7,547 | Shares | Other | 2021-02-12 | |
| 2020-09-30 IVV | $2,645,127 | 7,871 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 IVV | $2,137,170 | 6,901 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 IVV | $1,744,716 | 6,752 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||