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 $576,716. This represents 0.34% of its overall portfolio holdings.

Number of Shares
972
Previous 905 7.4%
Holding current value
$576,716
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
3,448
Shares Held
686M
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
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