Acima Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Acima Private Wealth, LLC

$297 Billion
Q4 2024

A detailed history of Acima Private Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Acima Private Wealth, LLC holds 36,586 shares of IVV stock, worth $21.2 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

36,586

Previous 39,124 6.49%

Holding current value

$21.2 Million

Previous $22.6 Billion 4.56%

% of portfolio

7.25%

Previous 7.56%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$570.51 - $610.59 $1.45 Million - $1.55 Million	-2,538 Reduced 6.49%	36,586 $21.5 Billion
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $212,753 - $235,919	409 Added 1.06%	39,124 $22.6 Billion
Q2 2024 Jul 30, 2024	SELL	$497.53 - $549.64 $57,215 - $63,208	-115 Reduced 0.3%	38,715 $21.2 Billion
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $428,238 - $479,465	-912 Reduced 2.29%	38,830 $20.4 Billion
Q4 2023 Feb 28, 2024	BUY	$412.55 - $479.0 $1.9 Million - $2.2 Million	4,596 Added 13.08%	39,742 $19 Billion
Q3 2023 Feb 28, 2024	BUY	$427.76 - $460.18 $7.37 Million - $7.93 Million	17,224 Added 96.11%	35,146 $15.1 Billion
Q2 2023 Feb 28, 2024	SELL	$406.17 - $445.71 $149,064 - $163,575	-367 Reduced 2.01%	17,922 $7.99 Billion
Q1 2023 Feb 28, 2024	BUY	$381.13 - $418.66 $158,550 - $174,162	416 Added 2.33%	18,289 $7.52 Billion
Q4 2022 Feb 28, 2024	BUY	$357.98 - $409.32 $133,884 - $153,085	374 Added 2.14%	17,873 $6.87 Billion
Q2 2022 Feb 28, 2024	BUY	$366.99 - $458.8 $503,510 - $629,473	1,372 Added 8.51%	17,499 $6.63 Billion
Q1 2022 May 02, 2022	BUY	$418.06 - $479.84 $623,745 - $715,921	1,492 Added 10.19%	16,127 $7.32 Million
Q4 2021 Mar 10, 2022	BUY	$430.29 - $479.53 $864,452 - $963,375	2,009 Added 15.91%	14,635 $6.98 Million
Q3 2021 Nov 09, 2021	SELL	$426.8 - $455.27 $177,548 - $189,392	-416 Reduced 3.19%	12,626 $5.44 Million
Q2 2021 Aug 13, 2021	SELL	$402.08 - $429.92 $116,603 - $124,676	-290 Reduced 2.18%	13,042 $5.61 Million
Q1 2021 May 14, 2021	BUY	$370.22 - $398.75 $70,341 - $75,762	190 Added 1.45%	13,332 $5.3 Million
Q4 2020 May 14, 2021	BUY	$327.62 - $375.39 $58,643 - $67,194	179 Added 1.38%	13,142 $4.93 Million
Q3 2020 May 14, 2021	BUY	$311.81 - $359.24 $495,466 - $570,832	1,589 Added 13.97%	12,963 $4.36 Million
Q2 2020 May 14, 2021	BUY	$246.8 - $324.4 $196,699 - $258,546	797 Added 7.54%	11,374 $3.52 Million
Q1 2020 May 01, 2020	BUY	$224.65 - $339.88 $2.18 Million - $3.3 Million	9,714 Added 1125.61%	10,577 $2.73 Million
Q1 2019 May 06, 2019	BUY	$245.43 - $286.57 $211,806 - $247,309	863 New	863 $246,000

Others Institutions Holding IVV

# of Institutions

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Acima Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History