Angeles Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Angeles Wealth Management, LLC

$1.21 Billion
Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 3,833 shares of IVV stock, worth $2.31 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,833

Previous 3,853 0.52%

Holding current value

$2.31 Million

Previous $2.22 Million 1.53%

% of portfolio

0.19%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$570.51 - $610.59 $11,410 - $12,211	-20 Reduced 0.52%	3,833 $2.26 Million
Q3 2024 Oct 29, 2024	SELL	$520.18 - $576.82 $36,932 - $40,954	-71 Reduced 1.81%	3,853 $2.22 Million
Q2 2024 Aug 07, 2024	SELL	$497.53 - $549.64 $427,875 - $472,690	-860 Reduced 17.98%	3,924 $2.15 Million
Q1 2024 May 08, 2024	SELL	$469.56 - $525.73 $147,911 - $165,604	-315 Reduced 6.18%	4,784 $2.52 Million
Q4 2023 Feb 13, 2024	SELL	$412.55 - $479.0 $40,017 - $46,463	-97 Reduced 1.87%	5,099 $2.44 Million
Q3 2023 Oct 27, 2023	BUY	$427.76 - $460.18 $284,460 - $306,019	665 Added 14.68%	5,196 $2.23 Million
Q2 2023 Aug 10, 2023	SELL	$406.17 - $445.71 $25,182 - $27,634	-62 Reduced 1.35%	4,531 $2.02 Million
Q1 2023 May 11, 2023	BUY	$381.13 - $418.66 $194,757 - $213,935	511 Added 12.52%	4,593 $1.89 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $53,339 - $60,988	149 Added 3.79%	4,082 $1.57 Million
Q2 2022 Aug 04, 2022	BUY	$366.99 - $458.8 $324,052 - $405,120	883 Added 28.95%	3,933 $1.49 Million
Q1 2022 May 16, 2022	BUY	$418.06 - $479.84 $1.28 Million - $1.46 Million	3,050 New	3,050 $1.38 Million

Others Institutions Holding IVV

# of Institutions

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Angeles Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History