Mittelman Wealth Management Ishares Core S&P 500 ETF Transaction History

Mittelman Wealth Management

  • $154 Billion
  • Q2 2024

A detailed history of Mittelman Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 1,236 shares of IVV stock, worth $716,249. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,236
Previous 1,315 6.01%
Holding current value
$716,249
Previous $691 Million 2.16%
% of portfolio
0.44%
Previous 0.47%

Shares

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

Aug 12, 2024
SELL
$497.53 - $549.64 $39,304 - $43,421
-79 Reduced 6.01%
1,236 $676 Million
Q1 2024

May 06, 2024
BUY
$469.56 - $525.73 $617,471 - $691,334
1,315 New
1,315 $691 Million

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Mittelman Wealth Management Portfolio

Follow Mittelman Wealth Management 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 Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email