Adapt Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 42,530 shares of IVV stock, worth $25.4 Million. This represents 13.13% of its overall portfolio holdings.

Number of Shares
42,530
Previous 40,168 5.88%
Holding current value
$25.4 Million
Previous $22 Billion 11.6%
% of portfolio
13.13%
Previous 13.77%

Shares

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

Nov 12, 2024
BUY
$520.18 - $576.82 $1.23 Million - $1.36 Million
2,362 Added 5.88%
42,530 $24.5 Billion
Q2 2024

Aug 06, 2024
BUY
$497.53 - $549.64 $836,845 - $924,494
1,682 Added 4.37%
40,168 $22 Billion
Q1 2024

May 02, 2024
BUY
$469.56 - $525.73 $18.1 Million - $20.2 Million
38,486 New
38,486 $20.2 Billion

Others Institutions Holding IVV

# of Institutions
3,450
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
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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