A detailed history of Werba Rubin Papier Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 2,436 shares of IVV stock, worth $1.39 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,436
Previous 3,379 27.91%
Holding current value
$1.39 Million
Previous $1.78 Billion 24.97%
% of portfolio
0.37%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$497.53 - $549.64 $469,170 - $518,310
-943 Reduced 27.91%
2,436 $1.33 Billion
Q1 2024

Apr 30, 2024

SELL
$469.56 - $525.73 $168,572 - $188,737
-359 Reduced 9.6%
3,379 $1.78 Billion
Q4 2023

Jan 22, 2024

SELL
$412.55 - $479.0 $14,439 - $16,765
-35 Reduced 0.93%
3,738 $1.79 Billion
Q3 2023

Nov 06, 2023

SELL
$427.76 - $460.18 $51,331 - $55,221
-120 Reduced 3.08%
3,773 $1.63 Billion
Q1 2023

Apr 26, 2023

BUY
$381.13 - $418.66 $38,875 - $42,703
102 Added 2.69%
3,893 $1.6 Billion
Q4 2022

Mar 28, 2023

BUY
$357.98 - $409.32 $1.36 Million - $1.55 Million
3,791 New
3,791 $1.46 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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