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

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 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 1,408 shares of IVV stock, worth $850,938. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,403 0.36%
Holding current value
$850,938
Previous $767,000 5.87%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 16, 2024
BUY
$520.18 - $576.82 $2,600 - $2,884
5 Added 0.36%
1,408 $812,000
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
3,448
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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