A detailed history of Axim Planning & Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 466 shares of IVV stock, worth $267,516. This represents 0.31% of its overall portfolio holdings.

Number of Shares
466
Holding current value
$267,516
% of portfolio
0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$497.53 - $549.64 $231,848 - $256,132
466 New
466 $255,000
Q4 2023

Jan 25, 2024

BUY
$412.55 - $479.0 $211,638 - $245,727
513 New
513 $245,000
Q3 2022

Nov 14, 2022

BUY
$358.65 - $432.04 $4,303 - $5,184
12 New
12 $4,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth 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 Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.