Diversify Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,502 shares of IVV stock, worth $1.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,502
Previous 2,730 8.35%
Holding current value
$1.5 Million
Previous $1.42 Billion 2.33%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Oct 25, 2024
SELL
$520.18 - $576.82 $118,601 - $131,514
-228 Reduced 8.35%
2,502 $1.45 Billion
Q2 2024

Aug 08, 2024
BUY
$497.53 - $549.64 $1.36 Million - $1.5 Million
2,730 New
2,730 $1.42 Billion

Others Institutions Holding IVV

# of Institutions
3,401
Shares Held
672M
Call Options Held
714K
Put Options Held
957K
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 Diversify Wealth Management, LLC Portfolio

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

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email