A detailed history of Napa Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 3,979 shares of IVV stock, worth $2.28 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
3,979
Previous 3,869 2.84%
Holding current value
$2.28 Million
Previous $2.03 Billion 7.04%
% of portfolio
1.47%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$497.53 - $549.64 $54,728 - $60,460
110 Added 2.84%
3,979 $2.18 Billion
Q1 2024

Aug 14, 2024

SELL
$469.56 - $525.73 $123,963 - $138,792
-264 Reduced 6.39%
3,869 $2.03 Billion
Q4 2023

Feb 22, 2024

BUY
$412.55 - $479.0 $1.71 Million - $1.98 Million
4,133 New
4,133 $1.97 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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