ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Kerntke Otto McGlone Wealth Management Group's Holding History (CIK: 0001804116)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 540 Value ($000) $370 Avg Close Range
Q3 2025
Shares 520 Value ($000) $348 Avg Close Range
Q2 2025
Shares 529 Value ($000) $328 Avg Close Range
Q1 2025
Shares 543 Value ($000) $305 Avg Close Range
Q4 2024
Shares 565 Value ($000) $333 Avg Close Range
Q3 2024
Shares 665 Value ($000) $384 Avg Close Range
Q2 2024
Shares 647 Value ($000) $355 Avg Close Range
Q1 2024
Shares 646 Value ($000) $340 Avg Close Range
Q4 2023
Shares 734 Value ($000) $351 Avg Close Range
Q3 2023
Shares 896 Value ($000) $385 Avg Close Range
Q2 2023
Shares 897 Value ($000) $400 Avg Close Range
Q1 2023
Shares 1,127 Value ($000) $463 Avg Close Range
Q4 2022
Shares 1,281 Value ($000) $492 Avg Close Range
Q3 2022
Shares 1,403 Value ($000) $503 Avg Close Range
Q2 2022
Shares 1,670 Value ($000) $633 Avg Close Range
Q1 2022
Shares 1,658 Value ($000) $752 Avg Close Range
Q4 2021
Shares 1,842 Value ($000) $878 Avg Close Range
Q3 2021
Shares 2,346 Value ($000) $1,011 Avg Close Range
Q2 2021
Shares 6,648 Value ($000) $2,858 Avg Close Range
Q1 2021
Shares 6,618 Value ($000) $2,633 Avg Close Range
Q4 2020
Shares 6,075 Value ($000) $2,281 Avg Close Range
Q3 2020
Shares 5,375 Value ($000) $1,806 Avg Close Range
Q2 2020
Shares 3,488 Value ($000) $1,080 Avg Close Range
Q1 2020
Shares 3,421 Value ($000) $884 Avg Close Range
Q4 2019
Shares 5,115 Value ($000) $1,653 Avg Close Range