A detailed history of Axim Planning & Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 600 shares of IVV stock, worth $353,052. This represents 0.39% of its overall portfolio holdings.

Number of Shares
600
Previous 466 28.76%
Holding current value
$353,052
Previous $255,000 35.69%
% of portfolio
0.39%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$520.18 - $576.82 $69,704 - $77,293
134 Added 28.76%
600 $346,000
Q2 2024

Jul 29, 2024

BUY
$497.53 - $549.64 $231,848 - $256,132
466 New
466 $255,000
Q4 2023

Jan 25, 2024

BUY
$412.55 - $479.0 $211,638 - $245,727
513 New
513 $245,000
Q3 2022

Nov 14, 2022

BUY
$358.65 - $432.04 $4,303 - $5,184
12 New
12 $4,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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