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

Amplius Wealth Advisors, LLC

  • $759 Million
  • Q2 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,403 shares of IVV stock, worth $805,041. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,403
Holding current value
$805,041
% of portfolio
0.1%

Shares

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

Jul 22, 2024
BUY
$497.53 - $549.64 $698,034 - $771,144
1,403 New
1,403 $767,000
Q1 2022

May 09, 2022
SELL
$418.06 - $479.84 $415,969 - $477,440
-995 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$430.29 - $479.53 $428,138 - $477,132
995 New
995 $474,000

Others Institutions Holding IVV

# of Institutions
3,324
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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