Avid Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q3 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 13,902 shares of IVV stock, worth $8.25 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares
13,902
Previous 12,336 12.69%
Holding current value
$8.25 Million
Previous $6.75 Billion 18.79%
% of portfolio
5.68%
Previous 5.24%

Shares

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

Nov 01, 2024
BUY
$520.18 - $576.82 $814,601 - $903,300
1,566 Added 12.69%
13,902 $8.02 Billion
Q2 2024

Jul 19, 2024
SELL
$497.53 - $549.64 $4.78 Million - $5.28 Million
-9,610 Reduced 43.79%
12,336 $6.75 Billion
Q1 2024

May 08, 2024
BUY
$469.56 - $525.73 $10.1 Million - $11.3 Million
21,437 Added 4211.59%
21,946 $11.5 Billion
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $209,987 - $243,811
509 New
509 $243 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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