A detailed history of Accel Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Accel Wealth Management holds 2,684 shares of IVV stock, worth $1.5 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
2,684
Previous 2,684 -0.0%
Holding current value
$1.5 Million
Previous $1.28 Million 10.15%
% of portfolio
0.61%
Previous 0.66%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

SELL
$412.55 - $479.0 $480,208 - $557,556
-1,164 Reduced 30.25%
2,684 $1.28 Million
Q2 2023

Jul 24, 2023

BUY
$406.17 - $445.71 $1.44 Million - $1.59 Million
3,557 Added 1222.34%
3,848 $1.72 Million
Q4 2022

Jan 26, 2023

BUY
$374.51 - $409.32 $374 - $409
1 Added 0.34%
291 $0
Q3 2022

Oct 12, 2022

BUY
$371.42 - $432.04 $29,342 - $34,131
79 Added 37.44%
290 $110,000
Q1 2022

Apr 29, 2022

SELL
$418.06 - $479.84 $53,093 - $60,939
-127 Reduced 37.57%
211 $96,000
Q4 2021

Jan 18, 2022

BUY
$430.29 - $479.53 $6,884 - $7,672
16 Added 4.97%
338 $161,000
Q3 2021

Nov 04, 2021

SELL
$426.8 - $455.27 $6,828 - $7,284
-16 Reduced 4.73%
322 $139,000
Q1 2021

May 10, 2021

SELL
$370.22 - $398.75 $8,515 - $9,171
-23 Reduced 6.37%
338 $134,000
Q4 2020

Jan 27, 2021

BUY
$327.62 - $375.39 $118,270 - $135,515
361 New
361 $136,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Accel Wealth Management Portfolio

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

News

Stay updated on Accel Wealth Management with notifications on news.