A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 33,903 shares of IVV stock, worth $19.9 Million. This represents 18.97% of its overall portfolio holdings.

Number of Shares
33,903
Previous 33,975 0.21%
Holding current value
$19.9 Million
Previous $19.6 Million 1.84%
% of portfolio
18.97%
Previous 17.26%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$570.51 - $610.59 $41,076 - $43,962
-72 Reduced 0.21%
33,903 $20 Million
Q3 2024

Oct 31, 2024

BUY
$520.18 - $576.82 $308,466 - $342,054
593 Added 1.78%
33,975 $19.6 Million
Q2 2024

Jul 17, 2024

BUY
$497.53 - $549.64 $4.21 Million - $4.65 Million
8,454 Added 33.91%
33,382 $18.3 Million
Q1 2024

Apr 22, 2024

BUY
$469.56 - $525.73 $6,573 - $7,360
14 Added 0.06%
24,928 $13.1 Million
Q4 2023

Jan 22, 2024

BUY
$412.55 - $479.0 $2.04 Million - $2.37 Million
4,941 Added 24.74%
24,914 $11.9 Million
Q3 2023

Oct 24, 2023

BUY
$427.76 - $460.18 $1.27 Million - $1.37 Million
2,970 Added 17.47%
19,973 $8.58 Million
Q2 2023

Jul 14, 2023

SELL
$406.17 - $445.71 $8,529 - $9,359
-21 Reduced 0.12%
17,003 $7.58 Million
Q1 2023

Apr 21, 2023

SELL
$381.13 - $418.66 $16,007 - $17,583
-42 Reduced 0.25%
17,024 $7 Million
Q4 2022

Jan 17, 2023

SELL
$357.98 - $409.32 $83,767 - $95,780
-234 Reduced 1.35%
17,066 $0
Q3 2022

Oct 27, 2022

BUY
$358.65 - $432.04 $6.2 Million - $7.47 Million
17,300 New
17,300 $6.21 Million
Q2 2022

Aug 01, 2022

SELL
$366.99 - $458.8 $14.3 Million - $17.9 Million
-39,025 Reduced 69.94%
16,771 $6.36 Million
Q1 2022

Apr 28, 2022

BUY
$418.06 - $479.84 $2.01 Million - $2.3 Million
4,802 Added 9.42%
55,796 $25.3 Million
Q4 2021

Jan 20, 2022

BUY
$430.29 - $479.53 $68,416 - $76,245
159 Added 0.31%
50,994 $24.3 Million
Q3 2021

Oct 19, 2021

BUY
$426.8 - $455.27 $309,003 - $329,615
724 Added 1.44%
50,835 $21.9 Million
Q2 2021

Jul 13, 2021

BUY
$402.08 - $429.92 $399,265 - $426,910
993 Added 2.02%
50,111 $21.5 Million
Q1 2021

Apr 13, 2021

SELL
$370.22 - $398.75 $808,930 - $871,268
-2,185 Reduced 4.26%
49,118 $19.5 Million
Q4 2020

Jan 15, 2021

BUY
$327.62 - $375.39 $16.8 Million - $19.3 Million
51,303 New
51,303 $19.3 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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