Monument Group Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 972 shares of IVV stock, worth $580,915. This represents 0.34% of its overall portfolio holdings.

Number of Shares
972
Previous 905 7.4%
Holding current value
$580,915
Previous $495 Million 13.24%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Oct 18, 2024
BUY
$520.18 - $576.82 $34,852 - $38,646
67 Added 7.4%
972 $561 Million
Q2 2024

Aug 06, 2024
BUY
$497.53 - $549.64 $159,707 - $176,434
321 Added 54.97%
905 $495 Million
Q1 2024

May 07, 2024
SELL
$469.56 - $525.73 $10,330 - $11,566
-22 Reduced 3.63%
584 $307 Million
Q4 2023

Feb 01, 2024
BUY
$412.55 - $479.0 $250,005 - $290,274
606 New
606 $290 Million

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email