Avid Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q3 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 13,902 shares of IVV stock, worth $8.25 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares
13,902
Previous 12,336 12.69%
Holding current value
$8.25 Million
Previous $6.75 Billion 18.79%
% of portfolio
5.68%
Previous 5.24%

Shares

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

Nov 01, 2024
BUY
$520.18 - $576.82 $814,601 - $903,300
1,566 Added 12.69%
13,902 $8.02 Billion
Q2 2024

Jul 19, 2024
SELL
$497.53 - $549.64 $4.78 Million - $5.28 Million
-9,610 Reduced 43.79%
12,336 $6.75 Billion
Q1 2024

May 08, 2024
BUY
$469.56 - $525.73 $10.1 Million - $11.3 Million
21,437 Added 4211.59%
21,946 $11.5 Billion
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $209,987 - $243,811
509 New
509 $243 Million

Others Institutions Holding IVV

# of Institutions
3,442
Shares Held
687M
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
Track This Portfolio

Track Avid Wealth Partners LLC Portfolio

Follow Avid Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email