Oak Hill Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Oak Hill Wealth Advisors, LLC

$406 Billion
Q3 2024

A detailed history of Oak Hill Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 526 shares of IVV stock, worth $318,266. This represents 0.07% of its overall portfolio holdings.

Number of Shares

526

Previous 526 -0.0%

Holding current value

$318,266

Previous $288 Million 5.41%

% of portfolio

0.07%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $261,700 - $289,110	526 New	526 $288 Million
Q2 2023 Apr 02, 2024	SELL	$406.17 - $445.71 $16,652 - $18,274	-41 Reduced 7.23%	526 $234 Million
Q2 2023 Jul 25, 2023	BUY	$406.17 - $445.71 $213,645 - $234,443	526 New	526 $234 Million
Q4 2022 Apr 02, 2024	BUY	$357.98 - $409.32 $14,677 - $16,782	41 Added 7.79%	567 $218 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $202,974 - $232,084	567 New	567 $218 Million

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.

Account

Oak Hill Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History