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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 153 shares of IVV stock, worth $90,565. This represents 0.03% of its overall portfolio holdings.

Number of Shares

153

Previous 134 14.18%

Holding current value

$90,565

Previous $73,000 20.55%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$520.18 - $576.82 $9,883 - $10,959	19 Added 14.18%	153 $88,000
Q2 2024 Jul 17, 2024	SELL	$497.53 - $549.64 $497 - $549	-1 Reduced 0.74%	134 $73,000
Q4 2023 Jan 17, 2024	SELL	$412.55 - $479.0 $4,125 - $4,790	-10 Reduced 6.9%	135 $64,000
Q1 2023 Apr 17, 2023	SELL	$381.13 - $418.66 $91,852 - $100,897	-241 Reduced 62.44%	145 $59,000
Q1 2021 Apr 15, 2021	SELL	$370.22 - $398.75 $6,293 - $6,778	-17 Reduced 4.22%	386 $154,000
Q4 2020 Jan 20, 2021	BUY	$327.62 - $375.39 $116,305 - $133,263	355 Added 739.58%	403 $151,000
Q1 2020 Apr 23, 2020	SELL	$224.65 - $339.88 $9,435 - $14,274	-42 Reduced 46.67%	48 $12,000
Q4 2019 Feb 03, 2020	BUY	$289.63 - $324.32 $26,066 - $29,188	90 New	90 $29,000

Others Institutions Holding IVV

# of Institutions

3,451

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