Accretive Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History

Accretive Wealth Partners, LLC

  • $236 Million
  • Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,882 shares of IVV stock, worth $1.08 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,882
Previous 1,880 0.11%
Holding current value
$1.08 Million
Previous $988,000 4.15%
% of portfolio
0.44%
Previous 0.43%

Shares

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

Aug 05, 2024
BUY
$497.53 - $549.64 $995 - $1,099
2 Added 0.11%
1,882 $1.03 Million
Q1 2024

May 06, 2024
BUY
$469.56 - $525.73 $167,163 - $187,159
356 Added 23.36%
1,880 $988,000
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $26,403 - $30,656
64 Added 4.38%
1,524 $727,000
Q3 2023

Nov 06, 2023
BUY
$427.76 - $460.18 $624,529 - $671,862
1,460 New
1,460 $626,000

Others Institutions Holding IVV

# of Institutions
3,325
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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