Redwood Wealth Management Group, LLC Ishares Core S&P 500 ETF Transaction History

Redwood Wealth Management Group, LLC

$133 Billion
Q2 2024

A detailed history of Redwood Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 5,930 shares of IVV stock, worth $3.4 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

5,930

Previous 5,776 2.67%

Holding current value

$3.4 Million

Previous $3.04 Billion 6.86%

% of portfolio

2.44%

Previous 3.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$497.53 - $549.64 $76,619 - $84,644	154 Added 2.67%	5,930 $3.25 Billion
Q1 2024 May 07, 2024	BUY	$469.56 - $525.73 $2,347 - $2,628	5 Added 0.09%	5,776 $3.04 Billion
Q4 2023 Jan 25, 2024	SELL	$412.55 - $479.0 $4,125 - $4,790	-10 Reduced 0.17%	5,771 $2.76 Billion
Q3 2023 Oct 18, 2023	SELL	$427.76 - $460.18 $80,846 - $86,974	-189 Reduced 3.17%	5,781 $2.48 Billion
Q2 2023 Jul 20, 2023	BUY	$406.17 - $445.71 $340,370 - $373,504	838 Added 16.33%	5,970 $2.66 Billion
Q1 2023 Apr 19, 2023	SELL	$381.13 - $418.66 $12,958 - $14,234	-34 Reduced 0.66%	5,132 $2.11 Billion
Q4 2022 Feb 01, 2023	BUY	$357.98 - $409.32 $1.85 Million - $2.11 Million	5,166 New	5,166 $1.98 Billion

Others Institutions Holding IVV

# of Institutions

3,328

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Redwood Wealth Management Group, LLC Ishares Core S&P 500 ETF Transaction History