Balanced Wealth Group LLC Ishares Core S&P 500 ETF Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,058 shares of IVV stock, worth $1.18 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,058
Previous 2,652 22.4%
Holding current value
$1.18 Million
Previous $1.45 Billion 18.38%
% of portfolio
0.53%
Previous 0.66%

Shares

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

Oct 28, 2024
SELL
$520.18 - $576.82 $308,986 - $342,631
-594 Reduced 22.4%
2,058 $1.19 Billion
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $41,294 - $45,620
-83 Reduced 3.03%
2,652 $1.45 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $123,963 - $138,792
264 Added 10.68%
2,735 $1.43 Billion
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $1.02 Million - $1.18 Million
2,471 New
2,471 $1.18 Billion

Others Institutions Holding IVV

# of Institutions
3,390
Shares Held
671M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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