Heritage Family Offices, LLP Ishares Core S&P 500 ETF Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 13,000 shares of IVV stock, worth $7.71 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares
13,000
Previous 14,075 7.64%
Holding current value
$7.71 Million
Previous $7.7 Billion 2.65%
% of portfolio
3.87%
Previous 4.27%

Shares

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

Oct 16, 2024
SELL
$520.18 - $576.82 $559,193 - $620,081
-1,075 Reduced 7.64%
13,000 $7.5 Billion
Q2 2024

Aug 01, 2024
BUY
$497.53 - $549.64 $7 Million - $7.74 Million
14,075 New
14,075 $7.7 Billion

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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