Midland Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Midland Wealth Advisors LLC

  • $1.71 Trillion
  • Q3 2024

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 364,948 shares of IVV stock, worth $216 Million. This represents 12.34% of its overall portfolio holdings.

Number of Shares
364,948
Previous 382,657 4.63%
Holding current value
$216 Million
Previous $209 Billion 0.53%
% of portfolio
12.34%
Previous 12.42%

Shares

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

Oct 23, 2024
SELL
$520.18 - $576.82 $9.21 Million - $10.2 Million
-17,709 Reduced 4.63%
364,948 $211 Billion
Q2 2024

Aug 01, 2024
SELL
$497.53 - $549.64 $2.29 Million - $2.53 Million
-4,600 Reduced 1.19%
382,657 $209 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $5.07 Million - $5.68 Million
10,802 Added 2.87%
387,257 $204 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $155 Million - $180 Million
376,455 New
376,455 $180 Billion

Others Institutions Holding IVV

# of Institutions
3,442
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
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