A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,997 shares of IVV stock, worth $2.96 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
4,997
Previous 5,042 0.89%
Holding current value
$2.96 Million
Previous $2.76 Billion 4.47%
% of portfolio
1.9%
Previous 1.93%

Shares

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

Oct 16, 2024

SELL
$520.18 - $576.82 $23,408 - $25,956
-45 Reduced 0.89%
4,997 $2.88 Billion
Q2 2024

Jul 15, 2024

BUY
$497.53 - $549.64 $121,397 - $134,112
244 Added 5.09%
5,042 $2.76 Billion
Q1 2024

Apr 23, 2024

BUY
$469.56 - $525.73 $2.25 Million - $2.52 Million
4,798 New
4,798 $2.52 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.