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 $1.24 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,058
Previous 2,652 22.4%
Holding current value
$1.24 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
3,569
Shares Held
696M
Call Options Held
1.44M
Put Options Held
1.11M
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 Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email