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

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 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 2,735 shares of IVV stock, worth $1.53 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,471 10.68%
Holding current value
$1.53 Million
Previous $1.18 Billion 21.16%
% of portfolio
0.64%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,251
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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