Altus Wealth Group LLC Ishares Core S&P 500 ETF Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Altus Wealth Group LLC holds 32,525 shares of IVV stock, worth $19.3 Million. This represents 8.18% of its overall portfolio holdings.

Number of Shares

32,525

Previous 27,430 18.57%

Holding current value

$19.3 Million

Previous $15 Million 24.99%

% of portfolio

8.18%

Previous 7.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$520.18 - $576.82 $2.65 Million - $2.94 Million	5,095 Added 18.57%	32,525 $18.8 Million
Q2 2024 Aug 05, 2024	BUY	$497.53 - $549.64 $4.57 Million - $5.05 Million	9,188 Added 50.37%	27,430 $15 Million
Q1 2024 May 02, 2024	BUY	$469.56 - $525.73 $866,807 - $970,497	1,846 Added 11.26%	18,242 $9.59 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $158,419 - $183,936	384 Added 2.4%	16,396 $7.83 Million
Q3 2023 Nov 13, 2023	BUY	$427.76 - $460.18 $3.27 Million - $3.52 Million	7,640 Added 91.26%	16,012 $6.88 Million
Q2 2023 Aug 03, 2023	BUY	$406.17 - $445.71 $189,275 - $207,700	466 Added 5.89%	8,372 $3.73 Million
Q1 2023 May 01, 2023	BUY	$381.13 - $418.66 $61,743 - $67,822	162 Added 2.09%	7,906 $3.25 Million
Q4 2022 Jan 18, 2023	BUY	$357.98 - $409.32 $2.77 Million - $3.17 Million	7,744 New	7,744 $0

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Altus Wealth Group LLC Ishares Core S&P 500 ETF Transaction History