Aspen Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Aspen Wealth Strategies, LLC

$144 Billion
Q2 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 30,854 shares of IVV stock, worth $17.7 Million. This represents 12.02% of its overall portfolio holdings.

Number of Shares

30,854

Previous 30,701 0.5%

Holding current value

$17.7 Million

Previous $16.1 Billion 7.05%

% of portfolio

12.02%

Previous 11.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$497.53 - $549.64 $76,122 - $84,094	153 Added 0.5%	30,854 $17.3 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $2.52 Million - $2.82 Million	5,369 Added 21.19%	30,701 $16.1 Billion
Q4 2023 Jan 30, 2024	BUY	$412.55 - $479.0 $8.81 Million - $10.2 Million	21,345 Added 535.36%	25,332 $12.1 Billion
Q3 2023 Nov 01, 2023	BUY	$427.76 - $460.18 $1.71 Million - $1.83 Million	3,987 New	3,987 $1.71 Billion

Others Institutions Holding IVV

# of Institutions

3,328

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Aspen Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History