Stone Crest Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 4,176 shares of IVV stock, worth $2.54 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

4,176

Previous 4,338 3.73%

Holding current value

$2.54 Million

Previous $2.5 Billion 1.76%

% of portfolio

1.6%

Previous 1.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$570.51 - $610.59 $92,422 - $98,915	-162 Reduced 3.73%	4,176 $2.46 Billion
Q3 2024 Oct 08, 2024	SELL	$520.18 - $576.82 $124,843 - $138,436	-240 Reduced 5.24%	4,338 $2.5 Billion
Q2 2024 Jul 15, 2024	SELL	$497.53 - $549.64 $262,695 - $290,209	-528 Reduced 10.34%	4,578 $2.51 Billion
Q1 2024 Apr 22, 2024	SELL	$469.56 - $525.73 $94,851 - $106,197	-202 Reduced 3.81%	5,106 $2.68 Billion
Q4 2023 Jan 22, 2024	BUY	$412.55 - $479.0 $2.19 Million - $2.54 Million	5,308 New	5,308 $2.54 Billion

Others Institutions Holding IVV

# of Institutions

3,561

Shares Held

695M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Stone Crest Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History