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

Able Wealth Management LLC

$152 Billion
Q4 2024

A detailed history of Able Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 11,360 shares of IVV stock, worth $6.85 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

11,360

Previous 11,141 1.97%

Holding current value

$6.85 Million

Previous $6.43 Billion 4.05%

% of portfolio

4.4%

Previous 4.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$570.51 - $610.59 $124,941 - $133,719	219 Added 1.97%	11,360 $6.69 Billion
Q3 2024 Nov 01, 2024	BUY	$520.18 - $576.82 $73,345 - $81,331	141 Added 1.28%	11,141 $6.43 Billion
Q2 2024 Nov 01, 2024	SELL	$497.53 - $549.64 $110,949 - $122,569	-223 Reduced 1.99%	11,000 $6.02 Billion
Q1 2024 Nov 01, 2024	BUY	$469.56 - $525.73 $30,521 - $34,172	65 Added 0.58%	11,223 $5.9 Billion
Q4 2023 Feb 20, 2024	BUY	$412.55 - $479.0 $4.6 Million - $5.34 Million	11,158 New	11,158 $5.33 Billion

Others Institutions Holding IVV

# of Institutions

3,838

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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