A detailed history of Private Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 80 shares of IVV stock, worth $43,469. This represents 0.02% of its overall portfolio holdings.

Number of Shares
80
Previous 40 100.0%
Holding current value
$43,469
Previous $21 Million 108.17%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 13, 2024

BUY
$497.53 - $549.64 $19,901 - $21,985
40 Added 100.0%
80 $43.8 Million
Q4 2023

Feb 08, 2024

BUY
$412.55 - $479.0 $16,502 - $19,160
40 New
40 $19.1 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.